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Raab & Moskowitz Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-961
Closed -$31K – 349
2014
Q4 		$31K Buy
+961
New +$29K 0.02% 236

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raab & Moskowitz Asset Management's UTG Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of Reaves Utility Income Fund (UTG) in Q1 2015, closing a stake of 961 shares — an estimated $31K sold.

Raab & Moskowitz Asset Management first reported a position in UTG in Q4 2014 and held it in 1 quarter. The position peaked at $31K in Q4 2014. 55 funds tracked by Wall St. Rank hold UTG as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining Reaves Utility Income Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 961 Reaves Utility Income Fund shares in Q1 2015, an estimated $31K.
  • Raab & Moskowitz Asset Management first reported a position in Reaves Utility Income Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Reaves Utility Income Fund position peaked at $31K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.