FFA
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Founders Financial Alliance’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Founders Financial Alliance’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
-1,000
Closed -$22K – 543
2020
Q3 		$22K Buy
+1,000
New +$21.6K 0.01% 550

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
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

Founders Financial Alliance's BUI Position: Q4 2020 in Review

Founders Financial Alliance sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2020, closing a stake of 1,000 shares — an estimated $22K sold.

Founders Financial Alliance first reported a position in BUI in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 45 funds tracked by Wall St. Rank hold BUI as of Q4 2020.

  • Founders Financial Alliance reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,000 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2020, an estimated $22K.
  • Founders Financial Alliance first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $22K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.