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Newbridge Financial Services Group’s Gabelli Utility Trust GUT Stock Holding History

Newbridge Financial Services Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,831
Closed -$22K – 1477
2021
Q2 		$22K Sell
2,831
-2,367
-46% -$17.1K 0.01% 750
2021
Q1 		$35K Sell
5,198
-813
-14% -$6.16K 0.03% 494
2020
Q4 		$48K Buy
6,011
+56
+0.9% +$423 0.04% 342
2020
Q3 		$44K Buy
+5,955
New +$44.5K 0.04% 338

Other funds holding GUT

LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Newbridge Financial Services Group's GUT Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Gabelli Utility Trust (GUT) in Q3 2021, closing a stake of 2,831 shares — an estimated $22K sold.

Newbridge Financial Services Group first reported a position in GUT in Q3 2020 and held it in 4 quarters. The position peaked at $48K in Q4 2020. 64 funds tracked by Wall St. Rank hold GUT as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Gabelli Utility Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,831 Gabelli Utility Trust shares in Q3 2021, an estimated $22K.
  • Newbridge Financial Services Group first reported a position in Gabelli Utility Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Gabelli Utility Trust position peaked at $48K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.