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

Evercore 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
2015
Q2 		– Sell
-150
Closed -$3K – 1063
2015
Q1 		$3K Buy
+150
New +$3.02K ﹤0.01% 944

Other funds holding BUI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Evercore Wealth Management's BUI Position: Q2 2015 in Review

Evercore Wealth Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2015, closing a stake of 150 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in BUI in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 35 funds tracked by Wall St. Rank hold BUI as of Q2 2015.

  • Evercore Wealth Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 150 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2015 and held it in 1 quarter.
  • Evercore Wealth Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $3K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.