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

Wealth Quarterback’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
2021
Q3 		$38K Buy
1,147
+294
+34% +$10.3K 0.03% 281
2021
Q2 		$30K Buy
+853
New +$29.6K 0.02% 298
2020
Q2 		– Sell
-785
Closed -$22.6K – 741
2020
Q1 		$22.6K Buy
785
+12
+2% +$418 0.02% 323
2019
Q4 		$28.6K Buy
+773
New +$28.3K 0.02% 305

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Quarterback's UTG Position: Q3 2021 in Review

Wealth Quarterback increased its Reaves Utility Income Fund (UTG) stake by 34% in Q3 2021, buying an estimated $10.3K and bringing the position to 1,147 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #281.

Wealth Quarterback first reported a position in UTG in Q4 2019 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold UTG as of Q3 2021.

  • Wealth Quarterback held 1,147 shares of Reaves Utility Income Fund worth $38K as of Q3 2021.
  • Wealth Quarterback bought 294 Reaves Utility Income Fund shares in Q3 2021, an estimated $10.3K.
  • Reaves Utility Income Fund made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #281 holding.
  • Wealth Quarterback first reported a position in Reaves Utility Income Fund in Q4 2019 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.