WCM
GUT

Windsor Capital Management’s Gabelli Utility Trust GUT Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-1,551
Closed -$8K – 217
2015
Q3 		$8K Buy
+1,551
New +$9.11K ﹤0.01% 355
2014
Q1 		– Sell
-1,038
Closed -$6K – 158
2013
Q4 		$6K Hold
1,038
– – ﹤0.01% 366
2013
Q3 		$6K Hold
1,038
– – ﹤0.01% 371
2013
Q2 		$7K Buy
+1,038
New +$6.85K ﹤0.01% 344

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Windsor Capital Management's GUT Position: Q4 2015 in Review

Windsor Capital Management sold out of Gabelli Utility Trust (GUT) in Q4 2015, closing a stake of 1,551 shares — an estimated $8K sold.

Windsor Capital Management first reported a position in GUT in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2015. 36 funds tracked by Wall St. Rank hold GUT as of Q4 2015.

  • Windsor Capital Management reported no remaining Gabelli Utility Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,551 Gabelli Utility Trust shares in Q4 2015, an estimated $8K.
  • Windsor Capital Management first reported a position in Gabelli Utility Trust in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Gabelli Utility Trust position peaked at $8K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.