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Vigilant Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Vigilant Capital 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
2022
Q2 		– Sell
-500
Closed -$17K – 645
2022
Q1 		$17K Buy
+500
New +$16.6K ﹤0.01% 392

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PA
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RJA
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Commonwealth Equity Services
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vigilant Capital Management's UTG Position: Q2 2022 in Review

Vigilant Capital Management sold out of Reaves Utility Income Fund (UTG) in Q2 2022, closing a stake of 500 shares — an estimated $17K sold.

Vigilant Capital Management first reported a position in UTG in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 152 funds tracked by Wall St. Rank hold UTG as of Q2 2022.

  • Vigilant Capital Management reported no remaining Reaves Utility Income Fund position as of Q2 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 500 Reaves Utility Income Fund shares in Q2 2022, an estimated $17K.
  • Vigilant Capital Management first reported a position in Reaves Utility Income Fund in Q1 2022 and held it in 1 quarter.
  • Vigilant Capital Management's Reaves Utility Income Fund position peaked at $17K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.