Sound View Wealth Advisors Group »

Reaves Utility Income Fund shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Reaves Utility Income Fund by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $498k 19k 26.74
2023-09-30 $565k 23k 24.65
2023-06-30 $635k 23k 27.42
2023-03-31 $658k 23k 28.38
2022-12-31 $615k 22k 28.27
2022-09-30 $592k 22k 27.24
2022-06-30 $694k 22k 31.00
2022-03-31 $794k 23k 34.57
2021-12-31 $806k 23k 35.11
2021-09-30 $864k 26k 32.79
2021-06-30 $957k 28k 34.31
2021-03-31 $961k 29k 33.49
2020-12-31 $957k 29k 32.78
2020-09-30 $882k 28k 31.29
2020-06-30 $892k 30k 30.19
2020-03-31 $862k 30k 28.76
2019-12-31 $1.1M 30k 37.07
2019-09-30 $1.2M 32k 36.71
2019-06-30 $1.1M 31k 35.79