WWM
GUT

Western Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Western Wealth Management’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
2021
Q1 		– Sell
-12,322
Closed -$98K – 528
2020
Q4 		$98K Hold
12,322
– – 0.01% 462
2020
Q3 		$91K Buy
+12,322
New +$92K 0.01% 432

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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Wealth Management's GUT Position: Q1 2021 in Review

Western Wealth Management sold out of Gabelli Utility Trust (GUT) in Q1 2021, closing a stake of 12,322 shares — an estimated $98K sold.

Western Wealth Management first reported a position in GUT in Q3 2020 and held it in 2 quarters. The position peaked at $98K in Q4 2020. 62 funds tracked by Wall St. Rank hold GUT as of Q1 2021.

  • Western Wealth Management reported no remaining Gabelli Utility Trust position as of Q1 2021 after selling out during the quarter.
  • Western Wealth Management sold 12,322 Gabelli Utility Trust shares in Q1 2021, an estimated $98K.
  • Western Wealth Management first reported a position in Gabelli Utility Trust in Q3 2020 and held it in 2 quarters.
  • Western Wealth Management's Gabelli Utility Trust position peaked at $98K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2021.

Based on Western Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.