Squar Milner Financial Services’s Reaves Utility Income Fund UTG Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,018	Closed	-$29K	–	695
2020 Q1	$29K	Hold	1,018	–	–	0.02%	420
2019 Q4	$37K	Buy	+1,018	New	+$37.3K	0.02%	440
2019 Q3	–	Sell	-1,018	Closed	-$36K	–	689
2019 Q2	$36K	Hold	1,018	–	–	0.02%	387
2019 Q1	$34K	Hold	1,018	–	–	0.03%	368
2018 Q4	$30K	Hold	1,018	–	–	0.03%	350
2018 Q3	$31K	Sell	1,018 -600	-37%	-$18.3K	0.03%	362
2018 Q2	$47K	Buy	+1,618	New	+$45.7K	0.04%	339

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Squar Milner Financial Services's UTG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 1,018 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in UTG in Q2 2018 and held it in 7 quarters. The position peaked at $47K in Q2 2018. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

Squar Milner Financial Services reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,018 Reaves Utility Income Fund shares in Q2 2020, an estimated $29K.
Squar Milner Financial Services first reported a position in Reaves Utility Income Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Reaves Utility Income Fund position peaked at $47K in Q2 2018.
113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.