SS
GUT

Sunbelt Securities’s Gabelli Utility Trust GUT Stock Holding History

Sunbelt Securities’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,580
Closed -$30.3K – 1791
2023
Q2 		$30.3K Hold
4,580
– – ﹤0.01% 910
2023
Q1 		$31.6K Buy
+4,580
New +$32.5K 0.01% 843
2020
Q1 		– Sell
-32,939
Closed -$249K – 491
2019
Q4 		$249K Buy
32,939
+1,026
+3% +$7.61K 0.03% 485
2019
Q3 		$231K Buy
+31,913
New +$224K 0.03% 486

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's GUT Position: Q3 2023 in Review

Sunbelt Securities sold out of Gabelli Utility Trust (GUT) in Q3 2023, closing a stake of 4,580 shares — an estimated $30.3K sold.

Sunbelt Securities first reported a position in GUT in Q3 2019 and held it in 4 quarters. The position peaked at $249K in Q4 2019. 86 funds tracked by Wall St. Rank hold GUT as of Q3 2023.

  • Sunbelt Securities reported no remaining Gabelli Utility Trust position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 4,580 Gabelli Utility Trust shares in Q3 2023, an estimated $30.3K.
  • Sunbelt Securities first reported a position in Gabelli Utility Trust in Q3 2019 and held it in 4 quarters.
  • Sunbelt Securities's Gabelli Utility Trust position peaked at $249K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.