WA
GUT

WFG Advisors’s Gabelli Utility Trust GUT Stock Holding History

WFG Advisors’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
2017
Q2 		$81K Sell
11,844
-24,417
-67% -$163K 0.02% 575
2017
Q1 		$238K Buy
36,261
+9,225
+34% +$59.2K 0.06% 299
2016
Q4 		$166K Buy
27,036
+19,141
+242% +$119K 0.04% 417
2016
Q3 		$52K Buy
7,895
+111
+1% +$729 0.01% 698
2016
Q2 		$52K Buy
7,784
+114
+1% +$710 0.01% 677
2016
Q1 		$46K Buy
7,670
+122
+2% +$706 0.01% 684
2015
Q4 		$42K Buy
7,548
+3,195
+73% +$18.3K 0.01% 711
2015
Q3 		$24K Buy
4,353
+115
+3% +$676 0.01% 836
2015
Q2 		$25K Buy
4,238
+94
+2% +$642 0.01% 915
2015
Q1 		$29K Buy
4,144
+89
+2% +$628 0.01% 884
2014
Q4 		$29K Buy
4,055
+87
+2% +$611 0.01% 1097
2014
Q3 		$28K Sell
3,968
-2,423
-38% -$17K 0.01% 1149
2014
Q2 		$46K Buy
6,391
+141
+2% +$965 0.01% 945
2014
Q1 		$41K Buy
6,250
+147
+2% +$942 0.01% 991
2013
Q4 		$38K Buy
6,103
+147
+2% +$919 0.01% 1103
2013
Q3 		$37K Buy
+5,956
New +$37.8K 0.01% 1039

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG Advisors's GUT Position: Q2 2017 in Review

WFG Advisors reduced its Gabelli Utility Trust (GUT) stake by 67% in Q2 2017, selling an estimated $163K and leaving 11,844 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #575.

WFG Advisors first reported a position in GUT in Q3 2013 and has held it in 16 quarters since. The position peaked at $238K in Q1 2017. 39 funds tracked by Wall St. Rank hold GUT as of Q2 2017.

  • WFG Advisors held 11,844 shares of Gabelli Utility Trust worth $81K as of Q2 2017.
  • WFG Advisors sold 24,417 Gabelli Utility Trust shares in Q2 2017, an estimated $163K.
  • Gabelli Utility Trust made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #575 holding.
  • WFG Advisors first reported a position in Gabelli Utility Trust in Q3 2013 and has held it in 16 quarters since.
  • WFG Advisors's Gabelli Utility Trust position peaked at $238K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.