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Farmers & Merchants Investments Inc’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Farmers & Merchants Investments Inc’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
2019
Q4 		– Sell
-1,300
Closed -$32K – 847
2019
Q3 		$32K Buy
+1,300
New +$30.4K ﹤0.01% 360

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's BUI Position: Q4 2019 in Review

Farmers & Merchants Investments Inc sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2019, closing a stake of 1,300 shares — an estimated $32K sold.

Farmers & Merchants Investments Inc first reported a position in BUI in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 47 funds tracked by Wall St. Rank hold BUI as of Q4 2019.

  • Farmers & Merchants Investments Inc reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2019 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,300 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2019, an estimated $32K.
  • Farmers & Merchants Investments Inc first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $32K in Q3 2019.
  • 47 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2019.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2019, filed 21 Jan 2020.