SBIA
GUT

Sheaff Brock Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History

Sheaff Brock Investment 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
2016
Q2 		– Sell
-21,035
Closed -$127K – 614
2016
Q1 		$127K Sell
21,035
-513
-2% -$2.97K 0.02% 544
2015
Q4 		$120K Buy
+21,548
New +$123K 0.01% 569

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sheaff Brock Investment Advisors's GUT Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Gabelli Utility Trust (GUT) in Q2 2016, closing a stake of 21,035 shares — an estimated $127K sold.

Sheaff Brock Investment Advisors first reported a position in GUT in Q4 2015 and held it in 2 quarters. The position peaked at $127K in Q1 2016. 34 funds tracked by Wall St. Rank hold GUT as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Gabelli Utility Trust position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 21,035 Gabelli Utility Trust shares in Q2 2016, an estimated $127K.
  • Sheaff Brock Investment Advisors first reported a position in Gabelli Utility Trust in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Gabelli Utility Trust position peaked at $127K in Q1 2016.
  • 34 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.