RFS
GUT

Retirement Financial Solutions’s Gabelli Utility Trust GUT Stock Holding History

Retirement Financial Solutions’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
2024
Q1 		– Sell
-18,755
Closed -$99.1K – 43
2023
Q4 		$99.1K Buy
18,755
+1,056
+6% +$5.93K 0.06% 47
2023
Q3 		$91.4K Buy
17,699
+405
+2% +$2.68K 0.06% 38
2023
Q2 		$114K Buy
17,294
+389
+2% +$2.63K 0.08% 33
2023
Q1 		$118K Buy
+16,905
New +$120K 0.09% 31

Other funds holding GUT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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

Retirement Financial Solutions's GUT Position: Q1 2024 in Review

Retirement Financial Solutions sold out of Gabelli Utility Trust (GUT) in Q1 2024, closing a stake of 18,755 shares — an estimated $99.1K sold.

Retirement Financial Solutions first reported a position in GUT in Q1 2023 and held it in 4 quarters. The position peaked at $118K in Q1 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • Retirement Financial Solutions reported no remaining Gabelli Utility Trust position as of Q1 2024 after selling out during the quarter.
  • Retirement Financial Solutions sold 18,755 Gabelli Utility Trust shares in Q1 2024, an estimated $99.1K.
  • Retirement Financial Solutions first reported a position in Gabelli Utility Trust in Q1 2023 and held it in 4 quarters.
  • Retirement Financial Solutions's Gabelli Utility Trust position peaked at $118K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on Retirement Financial Solutions's 13F filing for Q1 2024, filed 10 May 2024.