Stifel Financial
UTG.RT

Stifel Financial’s Reaves Utility Income Fund UTG.RT Stock Holding History

Stifel Financial’s Portfolio UTG.RT Stock Details UTG.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-315,204
Closed -$116K – 2801
2017
Q3 		$116K Buy
+315,204
New +$63.9K ﹤0.01% 2457

Stifel Financial's UTG.RT Position: Q4 2017 in Review

Stifel Financial sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 315,204 shares — an estimated $116K sold.

Stifel Financial first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $116K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • Stifel Financial reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Stifel Financial sold 315,204 Reaves Utility Income Fund shares in Q4 2017, an estimated $116K.
  • Stifel Financial first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Stifel Financial's Reaves Utility Income Fund position peaked at $116K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Stifel Financial's 13F filing for Q4 2017, filed 14 Feb 2018.