Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REAVES UTILITY INCOME FUNDUTG · Entity 4146 | Officer of Investment Advisor | October 11, 2017 | October 13, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
REAVES UTILITY INCOME FUND
Report date October 11, 2017 · Filed October 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| REAVES UTILITY INCOME FUNDSEC Table I · non-derivative | Direct | 799 |
Reported balance
After 2017-10-11 transaction · row 1
1 source rowRow 1 · 2017-10-11 · Purchase · Acquired 133 · Balance 799 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 11, 2017 Filed Oct 13, 2017 14:47 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | PurchaseREAVES UTILITY INCOME FUND | 133 | $29.93 | $3,980.69 |
DisclosureSEC source: 0001661370-17-000001 · primary_doc.xml · nonDerivative · entry 1 WEEKS BRIAN WALLACE · CIK 0001661370 · Officer of Investment Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.