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TCI Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

TCI Wealth 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
2022
Q4 		– Sell
-3,299
Closed -$90K – 2655
2022
Q3 		$90K Buy
3,299
+3,232
+4,824% +$102K 0.01% 260
2022
Q2 		$2K Buy
+67
New +$2.21K ﹤0.01% 2058

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's UTG Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q4 2022, closing a stake of 3,299 shares — an estimated $90K sold.

TCI Wealth Advisors first reported a position in UTG in Q2 2022 and held it in 2 quarters. The position peaked at $90K in Q3 2022. 155 funds tracked by Wall St. Rank hold UTG as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,299 Reaves Utility Income Fund shares in Q4 2022, an estimated $90K.
  • TCI Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Reaves Utility Income Fund position peaked at $90K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.