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Plante Moran Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-110
Closed -$4K – 847
2019
Q1 		$4K Buy
110
+1
+0.9% +$32 ﹤0.01% 670
2018
Q4 		$3K Buy
109
+1
+0.9% +$31 ﹤0.01% 673
2018
Q3 		$3K Buy
108
+1
+0.9% +$30 ﹤0.01% 662
2018
Q2 		$3K Hold
107
– – ﹤0.01% 693
2018
Q1 		$3K Buy
+107
New +$3.11K ﹤0.01% 805
2017
Q2 		– Sell
-6
Closed – – 907
2017
Q1 		$0 Buy
+6
New +$196 ﹤0.01% 1031

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return