Platform Technology Partners’s Reaves Utility Income Fund UTG Stock Holding History

Platform Technology Partners’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
2023 Q3	–	Sell	-7,465	Closed	-$205K	–	220
2023 Q2	$205K	Buy	7,465 +55	+0.7%	+$1.54K	0.1%	176
2023 Q1	$210K	Buy	+7,410	New	+$213K	0.1%	173
2021 Q3	–	Sell	-11,385	Closed	-$391K	–	269
2021 Q2	$391K	Buy	+11,385	New	+$395K	0.16%	155
2020 Q4	$374K	Buy	11,418 +413	+4%	+$13.5K	0.18%	134
2020 Q3	$344K	Hold	11,005	–	–	0.21%	121
2020 Q2	$332K	Hold	11,005	–	–	0.23%	116
2020 Q1	$316K	Buy	+11,005	New	+$383K	0.29%	110

Other funds holding UTG

Bank of America

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

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

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

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

Royal Bank of Canada

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return