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TD Ameritrade Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

TD Ameritrade Investment Management’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
2018
Q3 		– Sell
-1,000
Closed -$29K – 596
2018
Q2 		$29K Buy
+1,000
New +$28.2K ﹤0.01% 169

Other funds holding UTG

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TD Ameritrade Investment Management's UTG Position: Q3 2018 in Review

TD Ameritrade Investment Management sold out of Reaves Utility Income Fund (UTG) in Q3 2018, closing a stake of 1,000 shares — an estimated $29K sold.

TD Ameritrade Investment Management first reported a position in UTG in Q2 2018 and held it in 1 quarter. The position peaked at $29K in Q2 2018. 96 funds tracked by Wall St. Rank hold UTG as of Q3 2018.

  • TD Ameritrade Investment Management reported no remaining Reaves Utility Income Fund position as of Q3 2018 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,000 Reaves Utility Income Fund shares in Q3 2018, an estimated $29K.
  • TD Ameritrade Investment Management first reported a position in Reaves Utility Income Fund in Q2 2018 and held it in 1 quarter.
  • TD Ameritrade Investment Management's Reaves Utility Income Fund position peaked at $29K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2018.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.