Wealthspire Advisors (Maryland)’s Reaves Utility Income Fund UTG Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$2.27M	Buy	+72,630	New	+$2.28M	0.08%	116
2019 Q1	–	Hold	0	–	–	–	1704
2018 Q4	–	Hold	0	–	–	–	1998
2018 Q3	–	Hold	0	–	–	–	2081
2018 Q2	–	Hold	0	–	–	–	2061
2018 Q1	–	Hold	0	–	–	–	2073

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UTG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Reaves Utility Income Fund (UTG) in Q3 2020: 72,630 shares worth $2.27M. The stake represents 0.08% of the portfolio and ranks #116 among its holdings.

120 funds tracked by Wall St. Rank hold UTG as of Q3 2020.

Wealthspire Advisors (Maryland) held 72,630 shares of Reaves Utility Income Fund worth $2.27M as of Q3 2020.
Reaves Utility Income Fund was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Reaves Utility Income Fund made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #116 holding.
120 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.