Regal Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History

Regal Investment 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
2015 Q4	–	Sell	-3,488	Closed	-$18K	–	518
2015 Q3	$18K	Hold	3,488	–	–	﹤0.01%	576
2015 Q2	$20K	Hold	3,488	–	–	0.01%	558
2015 Q1	$24K	Hold	3,488	–	–	0.01%	537
2014 Q4	$25K	Hold	3,488	–	–	0.01%	495
2014 Q3	$24K	Hold	3,488	–	–	0.01%	526
2014 Q2	$25K	Hold	3,488	–	–	0.01%	507
2014 Q1	$23K	Buy	+3,488	New	+$22.4K	0.01%	481
2013 Q4	–	Sell	-3,488	Closed	-$22K	–	884
2013 Q3	$22K	Hold	3,488	–	–	0.01%	453
2013 Q2	$22K	Buy	+3,488	New	+$23K	0.01%	441

Other funds holding GUT

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Regal Investment Advisors's GUT Position: Q4 2015 in Review

Regal Investment Advisors sold out of Gabelli Utility Trust (GUT) in Q4 2015, closing a stake of 3,488 shares — an estimated $18K sold.

Regal Investment Advisors first reported a position in GUT in Q2 2013 and held it in 9 quarters. The position peaked at $25K in Q4 2014. 36 funds tracked by Wall St. Rank hold GUT as of Q4 2015.

Regal Investment Advisors reported no remaining Gabelli Utility Trust position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 3,488 Gabelli Utility Trust shares in Q4 2015, an estimated $18K.
Regal Investment Advisors first reported a position in Gabelli Utility Trust in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's Gabelli Utility Trust position peaked at $25K in Q4 2014.
36 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.