WEC
GLU

Winslow Evans & Crocker’s Gabelli Utility & Income Trust GLU Stock Holding History

Winslow Evans & Crocker’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-91
Closed -$1.83K – 1403
2014
Q2 		$1.9K Hold
91
– – ﹤0.01% 1193
2014
Q1 		$1.81K Hold
91
– – ﹤0.01% 1181
2013
Q4 		$2K Buy
+91
New +$1.79K ﹤0.01% 1281

Other funds holding GLU

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's GLU Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of Gabelli Utility & Income Trust (GLU) in Q3 2014, closing a stake of 91 shares — an estimated $1.83K sold.

Winslow Evans & Crocker first reported a position in GLU in Q4 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 21 funds tracked by Wall St. Rank hold GLU as of Q3 2014.

  • Winslow Evans & Crocker reported no remaining Gabelli Utility & Income Trust position as of Q3 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 91 Gabelli Utility & Income Trust shares in Q3 2014, an estimated $1.83K.
  • Winslow Evans & Crocker first reported a position in Gabelli Utility & Income Trust in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's Gabelli Utility & Income Trust position peaked at $2K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.