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Sheaff Brock Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Sheaff Brock Investment Advisors’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
2019
Q2 		– Sell
-6,500
Closed -$219K – 525
2019
Q1 		$219K Buy
+6,500
New +$205K 0.03% 413

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's UTG Position: Q2 2019 in Review

Sheaff Brock Investment Advisors sold out of Reaves Utility Income Fund (UTG) in Q2 2019, closing a stake of 6,500 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in UTG in Q1 2019 and held it in 1 quarter. The position peaked at $219K in Q1 2019. 110 funds tracked by Wall St. Rank hold UTG as of Q2 2019.

  • Sheaff Brock Investment Advisors reported no remaining Reaves Utility Income Fund position as of Q2 2019 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,500 Reaves Utility Income Fund shares in Q2 2019, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Reaves Utility Income Fund position peaked at $219K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.