RWA
GUT

Ropes Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

Ropes Wealth 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
2018
Q2 		– Sell
-183
Closed -$1K – 577
2018
Q1 		$1K Buy
+183
New +$1.24K ﹤0.01% 561

Other funds holding GUT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Ropes Wealth Advisors's GUT Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Gabelli Utility Trust (GUT) in Q2 2018, closing a stake of 183 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in GUT in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 49 funds tracked by Wall St. Rank hold GUT as of Q2 2018.

  • Ropes Wealth Advisors reported no remaining Gabelli Utility Trust position as of Q2 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 183 Gabelli Utility Trust shares in Q2 2018, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Gabelli Utility Trust in Q1 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's Gabelli Utility Trust position peaked at $1K in Q1 2018.
  • 49 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.