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 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RJA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Platform Technology Partners's UTG Position: Q3 2023 in Review

Platform Technology Partners sold out of Reaves Utility Income Fund (UTG) in Q3 2023, closing a stake of 7,465 shares — an estimated $205K sold.

Platform Technology Partners first reported a position in UTG in Q1 2020 and held it in 7 quarters. The position peaked at $391K in Q2 2021. 145 funds tracked by Wall St. Rank hold UTG as of Q3 2023.

Platform Technology Partners reported no remaining Reaves Utility Income Fund position as of Q3 2023 after selling out during the quarter.
Platform Technology Partners sold 7,465 Reaves Utility Income Fund shares in Q3 2023, an estimated $205K.
Platform Technology Partners first reported a position in Reaves Utility Income Fund in Q1 2020 and held it in 7 quarters.
Platform Technology Partners's Reaves Utility Income Fund position peaked at $391K in Q2 2021.
145 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2023.

Based on Platform Technology Partners's 13F filing for Q3 2023, filed 8 Nov 2023.