BDO Wealth Advisors
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BDO Wealth Advisors’s NYLIM 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 $1.89T AUM 35.08% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Logan Stone Capital
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Clough Capital Partners
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BDO Wealth Advisors sold out of NYLIM 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 NYLIM CBRE Global Infrastructure Megatrends Term Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 946 NYLIM CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2023, an estimated $13.4K.
  • BDO Wealth Advisors first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's NYLIM CBRE Global Infrastructure Megatrends Term Fund position peaked at $13.4K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held NYLIM 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.