Steward Partners Investment Advisory’s Reaves Utility Income Fund UTG.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-16,680
Closed -$6K 2036
2017
Q3
$6K Buy
+16,680
New +$3.38K ﹤0.01% 1273

Steward Partners Investment Advisory's UTG.RT Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 16,680 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 16,680 Reaves Utility Income Fund shares in Q4 2017, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Reaves Utility Income Fund position peaked at $6K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.