People's United Financial’s Reaves Utility Income Fund UTG Stock Holding History

People's United 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
2019 Q4	–	Sell	-7,698	Closed	-$283K	–	750
2019 Q3	$283K	Sell	7,698 -7,300	-49%	-$266K	0.01%	640
2019 Q2	$537K	Buy	+14,998	New	+$518K	0.01%	530
2017 Q3	–	Sell	-150	Closed	-$5K	–	909
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	963
2017 Q1	$5K	Hold	150	–	–	﹤0.01%	961
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	936
2016 Q3	$5K	Buy	+150	New	+$4.68K	﹤0.01%	803

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

People's United Financial's UTG Position: Q4 2019 in Review

People's United Financial sold out of Reaves Utility Income Fund (UTG) in Q4 2019, closing a stake of 7,698 shares — an estimated $283K sold.

People's United Financial first reported a position in UTG in Q3 2016 and held it in 6 quarters. The position peaked at $537K in Q2 2019. 130 funds tracked by Wall St. Rank hold UTG as of Q4 2019.

People's United Financial reported no remaining Reaves Utility Income Fund position as of Q4 2019 after selling out during the quarter.
People's United Financial sold 7,698 Reaves Utility Income Fund shares in Q4 2019, an estimated $283K.
People's United Financial first reported a position in Reaves Utility Income Fund in Q3 2016 and held it in 6 quarters.
People's United Financial's Reaves Utility Income Fund position peaked at $537K in Q2 2019.
130 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2019.

Based on People's United Financial's 13F filing for Q4 2019, filed 14 Feb 2020.