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Outfitter Financial’s Reaves Utility Income Fund UTG Stock Holding History

Outfitter Financial’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
2022
Q1 		– Sell
-200
Closed -$7K – 236
2021
Q4 		$7K Buy
+200
New +$6.74K 0.01% 199

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Royal Bank of Canada
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PA
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Ameriprise
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Outfitter Financial's UTG Position: Q1 2022 in Review

Outfitter Financial sold out of Reaves Utility Income Fund (UTG) in Q1 2022, closing a stake of 200 shares — an estimated $7K sold.

Outfitter Financial first reported a position in UTG in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q1 2022.

  • Outfitter Financial reported no remaining Reaves Utility Income Fund position as of Q1 2022 after selling out during the quarter.
  • Outfitter Financial sold 200 Reaves Utility Income Fund shares in Q1 2022, an estimated $7K.
  • Outfitter Financial first reported a position in Reaves Utility Income Fund in Q4 2021 and held it in 1 quarter.
  • Outfitter Financial's Reaves Utility Income Fund position peaked at $7K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2022.

Based on Outfitter Financial's 13F filing for Q1 2022, filed 2 May 2022.