Sonora Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Sonora Investment Management’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	$33K	Buy	+1,000	New	+$35.2K	﹤0.01%	509

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sonora Investment Management's UTG Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Reaves Utility Income Fund (UTG) in Q3 2021: 1,000 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

151 funds tracked by Wall St. Rank hold UTG as of Q3 2021.

Sonora Investment Management held 1,000 shares of Reaves Utility Income Fund worth $33K as of Q3 2021.
Reaves Utility Income Fund was a new Sonora Investment Management position in Q3 2021.
Reaves Utility Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #509 holding.
151 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.