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Winslow Evans & Crocker’s Reaves Utility Income Fund UTG Stock Holding History

Winslow Evans & Crocker’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,176
Closed -$67.1K – 1175
2020
Q1 		$64K Buy
2,176
+650
+43% +$22.6K 0.02% 395
2019
Q4 		$58K Sell
1,526
-350
-19% -$12.8K 0.01% 479
2019
Q3 		$70K Buy
+1,876
New +$68.4K 0.02% 453

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Winslow Evans & Crocker's UTG Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 2,176 shares — an estimated $67.1K sold.

Winslow Evans & Crocker first reported a position in UTG in Q3 2019 and held it in 3 quarters. The position peaked at $70K in Q3 2019. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Winslow Evans & Crocker reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,176 Reaves Utility Income Fund shares in Q2 2020, an estimated $67.1K.
  • Winslow Evans & Crocker first reported a position in Reaves Utility Income Fund in Q3 2019 and held it in 3 quarters.
  • Winslow Evans & Crocker's Reaves Utility Income Fund position peaked at $70K in Q3 2019.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.