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MV Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

MV Capital 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
Q4 		– Sell
-700
Closed -$23K – 730
2021
Q3 		$23K Hold
700
– – ﹤0.01% 293
2021
Q2 		$24K Buy
+700
New +$24.3K ﹤0.01% 264

Other funds holding UTG

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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
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
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

MV Capital Management's UTG Position: Q4 2021 in Review

MV Capital Management sold out of Reaves Utility Income Fund (UTG) in Q4 2021, closing a stake of 700 shares — an estimated $23K sold.

MV Capital Management first reported a position in UTG in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q4 2021.

  • MV Capital Management reported no remaining Reaves Utility Income Fund position as of Q4 2021 after selling out during the quarter.
  • MV Capital Management sold 700 Reaves Utility Income Fund shares in Q4 2021, an estimated $23K.
  • MV Capital Management first reported a position in Reaves Utility Income Fund in Q2 2021 and held it in 2 quarters.
  • MV Capital Management's Reaves Utility Income Fund position peaked at $24K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2021.

Based on MV Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.