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Tobias Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-4,137
Closed -$153K – 277
2019
Q4 		$153K Buy
+4,137
New +$152K 0.1% 59

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GC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PAG
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Tobias Financial Advisors's UTG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2020, closing a stake of 4,137 shares — an estimated $153K sold.

Tobias Financial Advisors first reported a position in UTG in Q4 2019 and held it in 1 quarter. The position peaked at $153K in Q4 2019. 118 funds tracked by Wall St. Rank hold UTG as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 4,137 Reaves Utility Income Fund shares in Q1 2020, an estimated $153K.
  • Tobias Financial Advisors first reported a position in Reaves Utility Income Fund in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Reaves Utility Income Fund position peaked at $153K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.