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Regal Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-8,023
Closed -$219K – 578
2024
Q2 		$219K Buy
8,023
+200
+3% +$5.45K 0.01% 528
2024
Q1 		$211K Buy
+7,823
New +$206K 0.01% 541

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Regal Investment Advisors's UTG Position: Q3 2024 in Review

Regal Investment Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2024, closing a stake of 8,023 shares — an estimated $219K sold.

Regal Investment Advisors first reported a position in UTG in Q1 2024 and held it in 2 quarters. The position peaked at $219K in Q2 2024. 198 funds tracked by Wall St. Rank hold UTG as of Q3 2024.

  • Regal Investment Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 8,023 Reaves Utility Income Fund shares in Q3 2024, an estimated $219K.
  • Regal Investment Advisors first reported a position in Reaves Utility Income Fund in Q1 2024 and held it in 2 quarters.
  • Regal Investment Advisors's Reaves Utility Income Fund position peaked at $219K in Q2 2024.
  • 198 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.