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Personal CFO Solutions’s Reaves Utility Income Fund UTG Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-11,350
Closed -$372K – 600
2024
Q3 		$372K Hold
11,350
– – 0.05% 337
2024
Q2 		$310K Buy
+11,350
New +$309K 0.05% 367

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Personal CFO Solutions's UTG Position: Q4 2024 in Review

Personal CFO Solutions sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 11,350 shares — an estimated $372K sold.

Personal CFO Solutions first reported a position in UTG in Q2 2024 and held it in 2 quarters. The position peaked at $372K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Personal CFO Solutions reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,350 Reaves Utility Income Fund shares in Q4 2024, an estimated $372K.
  • Personal CFO Solutions first reported a position in Reaves Utility Income Fund in Q2 2024 and held it in 2 quarters.
  • Personal CFO Solutions's Reaves Utility Income Fund position peaked at $372K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.