PCIA
UTG icon

Prime Capital Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Prime Capital Investment 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
2020
Q2 		– Sell
-9
Closed – – 530
2020
Q1 		$0 Sell
9
-84
-90% -$2.93K ﹤0.01% 637
2019
Q4 		$3K Hold
93
– – ﹤0.01% 547
2019
Q3 		$3K Hold
93
– – ﹤0.01% 590
2019
Q2 		$3K Buy
+93
New +$3.21K ﹤0.01% 338

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Prime Capital Investment Advisors's UTG Position: Q2 2020 in Review

Prime Capital Investment Advisors sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 9 shares.

Prime Capital Investment Advisors first reported a position in UTG in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Prime Capital Investment Advisors reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 9 Reaves Utility Income Fund shares in Q2 2020.
  • Prime Capital Investment Advisors first reported a position in Reaves Utility Income Fund in Q2 2019 and held it in 4 quarters.
  • Prime Capital Investment Advisors's Reaves Utility Income Fund position peaked at $3K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.