Reby Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Reby 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 Q4	$6K	Buy	+194	New	+$6.35K	﹤0.01%	478

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Reby Advisors's UTG Position: Q4 2020 in Review

Reby Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q4 2020: 194 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

131 funds tracked by Wall St. Rank hold UTG as of Q4 2020.

Reby Advisors held 194 shares of Reaves Utility Income Fund worth $6K as of Q4 2020.
Reaves Utility Income Fund was a new Reby Advisors position in Q4 2020.
Reaves Utility Income Fund made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #478 holding.
131 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.