TW
UTG icon

Transform Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Transform Wealth’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
2017
Q4 		– Sell
-6,600
Closed -$209K – 254
2017
Q3 		$209K Buy
+6,600
New +$229K 0.07% 197

Other funds holding UTG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Transform Wealth's UTG Position: Q4 2017 in Review

Transform Wealth sold out of Reaves Utility Income Fund (UTG) in Q4 2017, closing a stake of 6,600 shares — an estimated $209K sold.

Transform Wealth first reported a position in UTG in Q3 2017 and held it in 1 quarter. The position peaked at $209K in Q3 2017. 107 funds tracked by Wall St. Rank hold UTG as of Q4 2017.

  • Transform Wealth reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Transform Wealth sold 6,600 Reaves Utility Income Fund shares in Q4 2017, an estimated $209K.
  • Transform Wealth first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Transform Wealth's Reaves Utility Income Fund position peaked at $209K in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Transform Wealth's 13F filing for Q4 2017, filed 8 Feb 2018.