Avantax Advisory Services’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Avantax Advisory Services’s Portfolio BUI Stock Details BUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,367	Closed	-$226K	–	986
2020 Q3	$226K	Buy	+10,367	New	+$224K	﹤0.01%	1160

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWM

Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Avantax Advisory Services's BUI Position: Q4 2020 in Review

Avantax Advisory Services sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2020, closing a stake of 10,367 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in BUI in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 45 funds tracked by Wall St. Rank hold BUI as of Q4 2020.

Avantax Advisory Services reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 10,367 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2020, an estimated $226K.
Avantax Advisory Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $226K in Q3 2020.
45 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.