PFA
GUT

Pure Financial Advisors’s Gabelli Utility Trust GUT Stock Holding History

Pure Financial Advisors’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
2024
Q4 		– Sell
-14,909
Closed -$77.5K – 356
2024
Q3 		$77.5K Buy
+14,909
New +$86.1K ﹤0.01% 324

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Pure Financial Advisors's GUT Position: Q4 2024 in Review

Pure Financial Advisors sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 14,909 shares — an estimated $77.5K sold.

Pure Financial Advisors first reported a position in GUT in Q3 2024 and held it in 1 quarter. The position peaked at $77.5K in Q3 2024. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • Pure Financial Advisors reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 14,909 Gabelli Utility Trust shares in Q4 2024, an estimated $77.5K.
  • Pure Financial Advisors first reported a position in Gabelli Utility Trust in Q3 2024 and held it in 1 quarter.
  • Pure Financial Advisors's Gabelli Utility Trust position peaked at $77.5K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on Pure Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.