RFC
GUT

Regions Financial Corp’s Gabelli Utility Trust GUT Stock Holding History

Regions Financial Corp’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
2023
Q4 		– Sell
-20,520
Closed -$106K – 825
2023
Q3 		$106K Buy
+20,520
New +$136K ﹤0.01% 783

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Regions Financial Corp's GUT Position: Q4 2023 in Review

Regions Financial Corp sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 20,520 shares — an estimated $106K sold.

Regions Financial Corp first reported a position in GUT in Q3 2023 and held it in 1 quarter. The position peaked at $106K in Q3 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

  • Regions Financial Corp reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
  • Regions Financial Corp sold 20,520 Gabelli Utility Trust shares in Q4 2023, an estimated $106K.
  • Regions Financial Corp first reported a position in Gabelli Utility Trust in Q3 2023 and held it in 1 quarter.
  • Regions Financial Corp's Gabelli Utility Trust position peaked at $106K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Regions Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.