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Mosaic Family Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Mosaic Family Wealth’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
2018
Q4 		– Sell
-1
Closed – – 653
2018
Q3 		$0 Buy
+1
New +$30 ﹤0.01% 679

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mosaic Family Wealth's UTG Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Reaves Utility Income Fund (UTG) in Q4 2018, closing a stake of 1 share.

Mosaic Family Wealth first reported a position in UTG in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 113 funds tracked by Wall St. Rank hold UTG as of Q4 2018.

  • Mosaic Family Wealth reported no remaining Reaves Utility Income Fund position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 1 Reaves Utility Income Fund share in Q4 2018.
  • Mosaic Family Wealth first reported a position in Reaves Utility Income Fund in Q3 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's Reaves Utility Income Fund position peaked at $0 in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.