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TAP Consulting’s Reaves Utility Income Fund UTG Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-1,715
Closed -$60K – 511
2021
Q4 		$60K Buy
+1,715
New +$57.8K 0.01% 236

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

TAP Consulting's UTG Position: Q1 2022 in Review

TAP Consulting sold out of Reaves Utility Income Fund (UTG) in Q1 2022, closing a stake of 1,715 shares — an estimated $60K sold.

TAP Consulting first reported a position in UTG in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q1 2022.

  • TAP Consulting reported no remaining Reaves Utility Income Fund position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 1,715 Reaves Utility Income Fund shares in Q1 2022, an estimated $60K.
  • TAP Consulting first reported a position in Reaves Utility Income Fund in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's Reaves Utility Income Fund position peaked at $60K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.