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Cornerstone Wealth Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Cornerstone Wealth Management’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
-18,853
Closed -$410K – 423
2020
Q3 		$410K Buy
+18,853
New +$408K 0.06% 247

Other funds holding BUI

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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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cornerstone Wealth Management's BUI Position: Q4 2020 in Review

Cornerstone Wealth Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2020, closing a stake of 18,853 shares — an estimated $410K sold.

Cornerstone Wealth Management first reported a position in BUI in Q3 2020 and held it in 1 quarter. The position peaked at $410K in Q3 2020. 45 funds tracked by Wall St. Rank hold BUI as of Q4 2020.

  • Cornerstone Wealth Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 18,853 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2020, an estimated $410K.
  • Cornerstone Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $410K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2020.

Based on Cornerstone Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.