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Vectors Research Management’s Reaves Utility Income Fund UTG Stock Holding History

Vectors Research 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
2020
Q1 		– Sell
-200
Closed -$7K – 558
2019
Q4 		$7K Hold
200
– – ﹤0.01% 392
2019
Q3 		$7K Buy
+200
New +$7.29K ﹤0.01% 321

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vectors Research Management's UTG Position: Q1 2020 in Review

Vectors Research Management sold out of Reaves Utility Income Fund (UTG) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

Vectors Research Management first reported a position in UTG in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 118 funds tracked by Wall St. Rank hold UTG as of Q1 2020.

  • Vectors Research Management reported no remaining Reaves Utility Income Fund position as of Q1 2020 after selling out during the quarter.
  • Vectors Research Management sold 200 Reaves Utility Income Fund shares in Q1 2020, an estimated $7K.
  • Vectors Research Management first reported a position in Reaves Utility Income Fund in Q3 2019 and held it in 2 quarters.
  • Vectors Research Management's Reaves Utility Income Fund position peaked at $7K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2020.

Based on Vectors Research Management's 13F filing for Q1 2020, filed 14 May 2020.