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Safeguard Investment Advisory Group’s Gabelli Utility Trust GUT Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-215
Closed -$1K – 334
2020
Q4 		$1K Buy
+215
New +$1.62K ﹤0.01% 672

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ECA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Safeguard Investment Advisory Group's GUT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Gabelli Utility Trust (GUT) in Q1 2021, closing a stake of 215 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in GUT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 62 funds tracked by Wall St. Rank hold GUT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Gabelli Utility Trust position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 215 Gabelli Utility Trust shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Gabelli Utility Trust in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Gabelli Utility Trust position peaked at $1K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.