TRCT
GUT

Tower Research Capital (TRC)’s Gabelli Utility Trust GUT Stock Holding History

Tower Research Capital (TRC)’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-925
Closed -$4.78K – 6022
2023
Q3 		$4.78K Buy
925
+830
+874% +$5.49K ﹤0.01% 4812
2023
Q2 		$631 Buy
+95
New +$642 ﹤0.01% 5582
2022
Q1 		– Sell
-7
Closed – – 6268
2021
Q4 		$0 Buy
+7
New +$55 ﹤0.01% 6306
2019
Q1 		– Sell
-1,541
Closed -$9K – 3982
2018
Q4 		$9K Buy
+1,541
New +$9.12K ﹤0.01% 2536
2016
Q2 		– Sell
-511
Closed -$3K – 4638
2016
Q1 		$3K Buy
+511
New +$2.96K ﹤0.01% 3099
2015
Q3 		– Sell
-1,472
Closed -$9K – 4306
2015
Q2 		$9K Buy
+1,472
New +$10.1K ﹤0.01% 2794
2014
Q3 		– Sell
-670
Closed -$5K – 4581
2014
Q2 		$5K Sell
670
-653
-49% -$4.47K ﹤0.01% 2854
2014
Q1 		$9K Sell
1,323
-2,656
-67% -$17K ﹤0.01% 2703
2013
Q4 		$25K Buy
3,979
+2,633
+196% +$16.5K ﹤0.01% 2069
2013
Q3 		$8K Buy
+1,346
New +$8.54K ﹤0.01% 3351

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Tower Research Capital (TRC)'s GUT Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 925 shares — an estimated $4.78K sold.

Tower Research Capital (TRC) first reported a position in GUT in Q3 2013 and held it in 10 quarters. The position peaked at $25K in Q4 2013. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

  • Tower Research Capital (TRC) reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 925 Gabelli Utility Trust shares in Q4 2023, an estimated $4.78K.
  • Tower Research Capital (TRC) first reported a position in Gabelli Utility Trust in Q3 2013 and held it in 10 quarters.
  • Tower Research Capital (TRC)'s Gabelli Utility Trust position peaked at $25K in Q4 2013.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.