WAP
GUT

Wealthcare Advisory Partners’s Gabelli Utility Trust GUT Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-2,873
Closed -$16K – 762
2020
Q1 		$16K Buy
+2,873
New +$20.7K ﹤0.01% 791

Other funds holding GUT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

Wealthcare Advisory Partners's GUT Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Gabelli Utility Trust (GUT) in Q2 2020, closing a stake of 2,873 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in GUT in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 48 funds tracked by Wall St. Rank hold GUT as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Gabelli Utility Trust position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,873 Gabelli Utility Trust shares in Q2 2020, an estimated $16K.
  • Wealthcare Advisory Partners first reported a position in Gabelli Utility Trust in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Gabelli Utility Trust position peaked at $16K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.