Gary Goldberg Planning Services’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$21K	Hold	1,000	–	–	0.01%	292
2014 Q3	$20K	Hold	1,000	–	–	0.01%	313
2014 Q2	$21K	Hold	1,000	–	–	0.01%	292
2014 Q1	$19K	Buy	+1,000	New	+$18.5K	0.01%	281

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gary Goldberg Planning Services's BUI Position: Q4 2014 in Review

Gary Goldberg Planning Services held its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) position steady in Q4 2014 at 1,000 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #292.

Gary Goldberg Planning Services first reported a position in BUI in Q1 2014 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold BUI as of Q4 2014.

Gary Goldberg Planning Services held 1,000 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $21K as of Q4 2014.
Gary Goldberg Planning Services left its BlackRock Utilities, Infrastructure & Power Opportunities Trust share count unchanged in Q4 2014.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #292 holding.
Gary Goldberg Planning Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2014 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.