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Security National Bank of So Dak’s Reaves Utility Income Fund UTG Stock Holding History

Security National Bank of So Dak’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
2021
Q3 		– Sell
-6,464
Closed -$222K – 118
2021
Q2 		$222K Buy
+6,464
New +$224K 0.17% 91

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AA
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Commonwealth Equity Services
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RJA
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Security National Bank of So Dak's UTG Position: Q3 2021 in Review

Security National Bank of So Dak sold out of Reaves Utility Income Fund (UTG) in Q3 2021, closing a stake of 6,464 shares — an estimated $222K sold.

Security National Bank of So Dak first reported a position in UTG in Q2 2021 and held it in 1 quarter. The position peaked at $222K in Q2 2021. 151 funds tracked by Wall St. Rank hold UTG as of Q3 2021.

  • Security National Bank of So Dak reported no remaining Reaves Utility Income Fund position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of So Dak sold 6,464 Reaves Utility Income Fund shares in Q3 2021, an estimated $222K.
  • Security National Bank of So Dak first reported a position in Reaves Utility Income Fund in Q2 2021 and held it in 1 quarter.
  • Security National Bank of So Dak's Reaves Utility Income Fund position peaked at $222K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2021.

Based on Security National Bank of So Dak's 13F filing for Q3 2021, filed 16 Nov 2021.