Planning Capital Management Corporation’s Reaves Utility Income Fund UTG Stock Holding History

Planning Capital Management Corporation’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 Q3	$4.68K	Buy	+143	New	+$4.21K	﹤0.01%	517

Other funds holding UTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Planning Capital Management Corporation's UTG Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Reaves Utility Income Fund (UTG) in Q3 2024: 143 shares worth $4.68K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

197 funds tracked by Wall St. Rank hold UTG as of Q3 2024.

Planning Capital Management Corporation held 143 shares of Reaves Utility Income Fund worth $4.68K as of Q3 2024.
Reaves Utility Income Fund was a new Planning Capital Management Corporation position in Q3 2024.
Reaves Utility Income Fund made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #517 holding.
197 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.