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Safeguard Financial’s Reaves Utility Income Fund UTG Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-2,412
Closed -$66K – 526
2023
Q2 		$66K Buy
+2,412
New +$67.5K 0.03% 131

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
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Commonwealth Equity Services
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Safeguard Financial's UTG Position: Q3 2023 in Review

Safeguard Financial sold out of Reaves Utility Income Fund (UTG) in Q3 2023, closing a stake of 2,412 shares — an estimated $66K sold.

Safeguard Financial first reported a position in UTG in Q2 2023 and held it in 1 quarter. The position peaked at $66K in Q2 2023. 144 funds tracked by Wall St. Rank hold UTG as of Q3 2023.

  • Safeguard Financial reported no remaining Reaves Utility Income Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 2,412 Reaves Utility Income Fund shares in Q3 2023, an estimated $66K.
  • Safeguard Financial first reported a position in Reaves Utility Income Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Reaves Utility Income Fund position peaked at $66K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.