Koshinski Asset Management
BGR icon

Koshinski Asset Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Koshinski Asset Management’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,500
Closed -$39.9K – 705
2022
Q1 		$39.9K Hold
1,500
– – ﹤0.01% 1194
2021
Q4 		$39.6K Hold
1,500
– – ﹤0.01% 1227
2021
Q3 		$19.1K Buy
+1,500
New +$13.5K ﹤0.01% 1477

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AAM
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Invesco
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RJFSA
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KIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Koshinski Asset Management's BGR Position: Q2 2022 in Review

Koshinski Asset Management sold out of BlackRock Energy and Resources Trust (BGR) in Q2 2022, closing a stake of 1,500 shares — an estimated $39.9K sold.

Koshinski Asset Management first reported a position in BGR in Q3 2021 and held it in 3 quarters. The position peaked at $39.9K in Q1 2022. 74 funds tracked by Wall St. Rank hold BGR as of Q2 2022.

  • Koshinski Asset Management reported no remaining BlackRock Energy and Resources Trust position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,500 BlackRock Energy and Resources Trust shares in Q2 2022, an estimated $39.9K.
  • Koshinski Asset Management first reported a position in BlackRock Energy and Resources Trust in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's BlackRock Energy and Resources Trust position peaked at $39.9K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.