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Moisand Fitzgerald Tamayo’s Reaves Utility Income Fund UTG Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q3 		– Sell
-34
Closed -$1K – 883
2022
Q2 		$1K Sell
34
-34
-50% -$1.12K ﹤0.01% 572
2022
Q1 		$2K Buy
+68
New +$2.26K ﹤0.01% 416

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UTG Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of Reaves Utility Income Fund (UTG) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in UTG in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 146 funds tracked by Wall St. Rank hold UTG as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Reaves Utility Income Fund position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 34 Reaves Utility Income Fund shares in Q3 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in Reaves Utility Income Fund in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Reaves Utility Income Fund position peaked at $2K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.