MAFM
UTG icon

Mid Atlantic Financial Management’s Reaves Utility Income Fund UTG Stock Holding History

Mid Atlantic Financial Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$241K Buy
7,353
+1,106
+18% +$38.9K 0.02% 751
2021
Q2 		$214K Sell
6,247
-94
-1% -$3.26K 0.01% 817
2021
Q1 		$212K Buy
+6,341
New +$206K 0.02% 753

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's UTG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Reaves Utility Income Fund (UTG) stake by 18% in Q3 2021, buying an estimated $38.9K and bringing the position to 7,353 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #751.

Mid Atlantic Financial Management first reported a position in UTG in Q1 2021 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold UTG as of Q3 2021.

  • Mid Atlantic Financial Management held 7,353 shares of Reaves Utility Income Fund worth $241K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,106 Reaves Utility Income Fund shares in Q3 2021, an estimated $38.9K.
  • Reaves Utility Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #751 holding.
  • Mid Atlantic Financial Management first reported a position in Reaves Utility Income Fund in Q1 2021 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.