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Claraphi Advisory Network’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-400
Closed -$7K – 402
2020
Q1 		$7K Buy
+400
New +$8.4K ﹤0.01% 828

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Claraphi Advisory Network's BUI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2020, closing a stake of 400 shares — an estimated $7K sold.

Claraphi Advisory Network first reported a position in BUI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 38 funds tracked by Wall St. Rank hold BUI as of Q2 2020.

  • Claraphi Advisory Network reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 400 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2020, an estimated $7K.
  • Claraphi Advisory Network first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $7K in Q1 2020.
  • 38 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.