WEC
GUT

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

Winslow Evans & Crocker’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
Q3 		– Sell
-2,073
Closed -$14.1K – 1167
2017
Q2 		$14.1K Hold
2,073
– – ﹤0.01% 840
2017
Q1 		$13.6K Buy
2,073
+257
+14% +$1.65K ﹤0.01% 816
2016
Q4 		$11.2K Hold
1,816
– – ﹤0.01% 854
2016
Q3 		$12K Hold
1,816
– – ﹤0.01% 853
2016
Q2 		$12.1K Hold
1,816
– – ﹤0.01% 824
2016
Q1 		$10.9K Sell
1,816
-431
-19% -$2.49K ﹤0.01% 858
2015
Q4 		$12.5K Hold
2,247
– – ﹤0.01% 860
2015
Q3 		$12.2K Sell
2,247
-1,026
-31% -$6.03K ﹤0.01% 848
2015
Q2 		$19.2K Sell
3,273
-616
-16% -$4.21K 0.01% 771
2015
Q1 		$27K Sell
3,889
-1,477
-28% -$10.4K 0.01% 669
2014
Q4 		$38.3K Hold
5,366
– – 0.01% 586
2014
Q3 		$37.3K Hold
5,366
– – 0.01% 615
2014
Q2 		$38.4K Buy
5,366
+770
+17% +$5.27K 0.01% 546
2014
Q1 		$30.4K Sell
4,596
-1,416
-24% -$9.08K 0.01% 590
2013
Q4 		$37K Buy
+6,012
New +$37.6K 0.01% 563

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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Winslow Evans & Crocker's GUT Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Gabelli Utility Trust (GUT) in Q3 2017, closing a stake of 2,073 shares — an estimated $14.1K sold.

Winslow Evans & Crocker first reported a position in GUT in Q4 2013 and held it in 15 quarters. The position peaked at $38.4K in Q2 2014. 37 funds tracked by Wall St. Rank hold GUT as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining Gabelli Utility Trust position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,073 Gabelli Utility Trust shares in Q3 2017, an estimated $14.1K.
  • Winslow Evans & Crocker first reported a position in Gabelli Utility Trust in Q4 2013 and held it in 15 quarters.
  • Winslow Evans & Crocker's Gabelli Utility Trust position peaked at $38.4K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.