RTC
GUT

Riverview Trust Company’s Gabelli Utility Trust GUT Stock Holding History

Riverview Trust Company’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
-52,279
Closed -$276K – 647
2023
Q4 		$276K Hold
52,279
– – 0.28% 78
2023
Q3 		$270K Buy
+52,279
New +$346K 0.24% 72

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

Riverview Trust Company's GUT Position: Q1 2024 in Review

Riverview Trust Company sold out of Gabelli Utility Trust (GUT) in Q1 2024, closing a stake of 52,279 shares — an estimated $276K sold.

Riverview Trust Company first reported a position in GUT in Q3 2023 and held it in 2 quarters. The position peaked at $276K in Q4 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • Riverview Trust Company reported no remaining Gabelli Utility Trust position as of Q1 2024 after selling out during the quarter.
  • Riverview Trust Company sold 52,279 Gabelli Utility Trust shares in Q1 2024, an estimated $276K.
  • Riverview Trust Company first reported a position in Gabelli Utility Trust in Q3 2023 and held it in 2 quarters.
  • Riverview Trust Company's Gabelli Utility Trust position peaked at $276K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on Riverview Trust Company's 13F filing for Q1 2024, filed 12 Apr 2024.