OCM
GUT

One Capital Management’s Gabelli Utility Trust GUT Stock Holding History

One Capital Management’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
2025
Q2 		– Sell
-10,485
Closed -$56K – 485
2025
Q1 		$56K Buy
10,485
+287
+3% +$1.54K ﹤0.01% 408
2024
Q4 		$51.3K Buy
+10,198
New +$52.9K ﹤0.01% 368
2014
Q4 		– Sell
-1,642
Closed -$11K – 284
2014
Q3 		$11K Buy
+1,642
New +$11.5K ﹤0.01% 426

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

One Capital Management's GUT Position: Q2 2025 in Review

One Capital Management sold out of Gabelli Utility Trust (GUT) in Q2 2025, closing a stake of 10,485 shares — an estimated $56K sold.

One Capital Management first reported a position in GUT in Q3 2014 and held it in 3 quarters. The position peaked at $56K in Q1 2025. 91 funds tracked by Wall St. Rank hold GUT as of Q2 2025.

  • One Capital Management reported no remaining Gabelli Utility Trust position as of Q2 2025 after selling out during the quarter.
  • One Capital Management sold 10,485 Gabelli Utility Trust shares in Q2 2025, an estimated $56K.
  • One Capital Management first reported a position in Gabelli Utility Trust in Q3 2014 and held it in 3 quarters.
  • One Capital Management's Gabelli Utility Trust position peaked at $56K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2025.

Based on One Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.