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Moors & Cabot’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Moors & Cabot’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
2021
Q3 		– Sell
-9,480
Closed -$244K – 871
2021
Q2 		$244K Buy
+9,480
New +$248K 0.02% 656

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWM
Loveless Wealth Management Billings, Montana $153M AUM 3.63% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Moors & Cabot's BUI Position: Q3 2021 in Review

Moors & Cabot sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2021, closing a stake of 9,480 shares — an estimated $244K sold.

Moors & Cabot first reported a position in BUI in Q2 2021 and held it in 1 quarter. The position peaked at $244K in Q2 2021. 55 funds tracked by Wall St. Rank hold BUI as of Q3 2021.

  • Moors & Cabot reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2021 after selling out during the quarter.
  • Moors & Cabot sold 9,480 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2021, an estimated $244K.
  • Moors & Cabot first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2021 and held it in 1 quarter.
  • Moors & Cabot's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $244K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2021.

Based on Moors & Cabot's 13F filing for Q3 2021, filed 5 Nov 2021.