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

Ranch Capital 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
Q3 		– Sell
-150
Closed -$4K – 936
2020
Q2 		$4K Buy
+150
New +$4.63K ﹤0.01% 773

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ranch Capital Advisors's UTG Position: Q3 2020 in Review

Ranch Capital Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2020, closing a stake of 150 shares — an estimated $4K sold.

Ranch Capital Advisors first reported a position in UTG in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 120 funds tracked by Wall St. Rank hold UTG as of Q3 2020.

  • Ranch Capital Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 150 Reaves Utility Income Fund shares in Q3 2020, an estimated $4K.
  • Ranch Capital Advisors first reported a position in Reaves Utility Income Fund in Q2 2020 and held it in 1 quarter.
  • Ranch Capital Advisors's Reaves Utility Income Fund position peaked at $4K in Q2 2020.
  • 120 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.