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

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

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.