MUFG Americas’s Reaves Utility Income Fund UTG Stock Holding History

MUFG Americas’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 Q4	–	Sell	-2,764	Closed	-$91K	–	881
2021 Q3	$91K	Buy	+2,764	New	+$97.3K	﹤0.01%	453
2020 Q4	–	Sell	-6,485	Closed	-$203K	–	825
2020 Q3	$203K	Hold	6,485	–	–	0.01%	383
2020 Q2	$196K	Hold	6,485	–	–	0.01%	383
2020 Q1	$186K	Buy	6,485 +5,838	+902%	+$203K	0.01%	377
2019 Q4	$24K	Buy	+647	New	+$23.7K	﹤0.01%	622

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MUFG Americas's UTG Position: Q4 2021 in Review

MUFG Americas sold out of Reaves Utility Income Fund (UTG) in Q4 2021, closing a stake of 2,764 shares — an estimated $91K sold.

MUFG Americas first reported a position in UTG in Q4 2019 and held it in 5 quarters. The position peaked at $203K in Q3 2020. 160 funds tracked by Wall St. Rank hold UTG as of Q4 2021.

MUFG Americas reported no remaining Reaves Utility Income Fund position as of Q4 2021 after selling out during the quarter.
MUFG Americas sold 2,764 Reaves Utility Income Fund shares in Q4 2021, an estimated $91K.
MUFG Americas first reported a position in Reaves Utility Income Fund in Q4 2019 and held it in 5 quarters.
MUFG Americas's Reaves Utility Income Fund position peaked at $203K in Q3 2020.
160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2021.

Based on MUFG Americas's 13F filing for Q4 2021, filed 9 Feb 2022.