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WealthPLAN Partners’s Reaves Utility Income Fund UTG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-493
Closed -$13.5K – 1131
2023
Q2 		$13.5K Buy
493
+10
+2% +$280 ﹤0.01% 744
2023
Q1 		$13.7K Buy
+483
New +$13.9K ﹤0.01% 787

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's UTG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Reaves Utility Income Fund (UTG) in Q3 2023, closing a stake of 493 shares — an estimated $13.5K sold.

WealthPLAN Partners first reported a position in UTG in Q1 2023 and held it in 2 quarters. The position peaked at $13.7K in Q1 2023. 145 funds tracked by Wall St. Rank hold UTG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Reaves Utility Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 493 Reaves Utility Income Fund shares in Q3 2023, an estimated $13.5K.
  • WealthPLAN Partners first reported a position in Reaves Utility Income Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Reaves Utility Income Fund position peaked at $13.7K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.