Iron Gate Global Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Iron Gate Global Advisors’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 Q2	–	Sell	-12,991	Closed	-$221K	–	90
2020 Q1	$221K	Sell	12,991 -10,948	-46%	-$230K	0.15%	51
2019 Q4	$534K	Sell	23,939 -10	-0%	-$224	0.3%	39
2019 Q3	$586K	Buy	23,949 +1,200	+5%	+$28K	0.36%	38
2019 Q2	$504K	Buy	+22,749	New	+$490K	0.34%	36

Other funds holding BUI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AAM

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Iron Gate Global Advisors's BUI Position: Q2 2020 in Review

Iron Gate Global Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2020, closing a stake of 12,991 shares — an estimated $221K sold.

Iron Gate Global Advisors first reported a position in BUI in Q2 2019 and held it in 4 quarters. The position peaked at $586K in Q3 2019. 38 funds tracked by Wall St. Rank hold BUI as of Q2 2020.

Iron Gate Global Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2020 after selling out during the quarter.
Iron Gate Global Advisors sold 12,991 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2020, an estimated $221K.
Iron Gate Global Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2019 and held it in 4 quarters.
Iron Gate Global Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $586K in Q3 2019.
38 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2020.

Based on Iron Gate Global Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.