BWA
MEGI

BDO Wealth Advisors’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

BDO Wealth Advisors’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-946
Closed -$13.4K – 1034
2023
Q1 		$13.4K Buy
+946
New +$13.7K ﹤0.01% 652

Other funds holding MEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's MEGI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2023, closing a stake of 946 shares — an estimated $13.4K sold.

BDO Wealth Advisors first reported a position in MEGI in Q1 2023 and held it in 1 quarter. The position peaked at $13.4K in Q1 2023. 53 funds tracked by Wall St. Rank hold MEGI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining MainStay CBRE Global Infrastructure Megatrends Term Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 946 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2023, an estimated $13.4K.
  • BDO Wealth Advisors first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's MainStay CBRE Global Infrastructure Megatrends Term Fund position peaked at $13.4K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.