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Sound View Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Sound View Wealth 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
Q1 		$1.09M Hold
32,472
– – 0.34% 82
2018
Q4 		$956K Buy
+32,472
New +$991K 0.35% 85

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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Sound View Wealth Advisors's UTG Position: Q1 2019 in Review

Sound View Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q1 2019 at 32,472 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #82.

Sound View Wealth Advisors first reported a position in UTG in Q4 2018 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold UTG as of Q1 2019.

  • Sound View Wealth Advisors held 32,472 shares of Reaves Utility Income Fund worth $1.09M as of Q1 2019.
  • Sound View Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q1 2019.
  • Reaves Utility Income Fund made up 0.34% of Sound View Wealth Advisors's portfolio in Q1 2019, its #82 holding.
  • Sound View Wealth Advisors first reported a position in Reaves Utility Income Fund in Q4 2018 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.