CIAS
MEGI

CFS Investment Advisory Services’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-47,400
Closed -$3K – 400
2022
Q1 		$3K Buy
+47,400
New +$898K 0.01% 249

Other funds holding MEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

CFS Investment Advisory Services's MEGI Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2022, closing a stake of 47,400 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in MEGI in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 43 funds tracked by Wall St. Rank hold MEGI as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining MainStay CBRE Global Infrastructure Megatrends Term Fund position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 47,400 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q2 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's MainStay CBRE Global Infrastructure Megatrends Term Fund position peaked at $3K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.