PWAG
GUT

Polaris Wealth Advisory Group’s Gabelli Utility Trust GUT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-286
Closed -$2K – 273
2018
Q3 		$2K Buy
+286
New +$1.63K ﹤0.01% 482

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's GUT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Gabelli Utility Trust (GUT) in Q4 2018, closing a stake of 286 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in GUT in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 42 funds tracked by Wall St. Rank hold GUT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Gabelli Utility Trust position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 286 Gabelli Utility Trust shares in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in Gabelli Utility Trust in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Gabelli Utility Trust position peaked at $2K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.