SFPIA
UTG icon

Stevens First Principles Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Stevens First Principles 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
2018
Q1 		– Sell
-20
Closed -$1K – 191
2017
Q4 		$1K Buy
20
+5
+33% +$156 ﹤0.01% 188
2017
Q3 		$0 Hold
15
– – ﹤0.01% 191
2017
Q2 		$1K Buy
+15
New +$520 ﹤0.01% 183

Other funds holding UTG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stevens First Principles Investment Advisors's UTG Position: Q1 2018 in Review

Stevens First Principles Investment Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in UTG in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 99 funds tracked by Wall St. Rank hold UTG as of Q1 2018.

  • Stevens First Principles Investment Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 20 Reaves Utility Income Fund shares in Q1 2018, an estimated $1K.
  • Stevens First Principles Investment Advisors first reported a position in Reaves Utility Income Fund in Q2 2017 and held it in 3 quarters.
  • Stevens First Principles Investment Advisors's Reaves Utility Income Fund position peaked at $1K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.