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Reaves Utility Income Fund shares owned by LBA Wealth Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by LBA Wealth Management from 13F filings

Historical chart of LBA Wealth Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $39k 1.2k 32.50
2016-12-31 $37k 1.2k 30.83
2016-09-30 $37k 1.2k 30.83
2016-06-30 $39k 1.2k 32.50
2016-03-31 $60k 2.0k 30.00

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Private Advisor
Captrust Financial Advisors
Sterling Investment Advisors
Oak Family Advisors
Stifel Financial
Magnus Financial Group

View all funds holding Reaves Utility Income Fund