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Raffa Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Raffa Wealth 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
2014
Q3 		– Sell
-200
Closed -$5.39K – 747
2014
Q2 		$5.39K Buy
+200
New +$5.11K ﹤0.01% 181

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raffa Wealth Management's BGR Position: Q3 2014 in Review

Raffa Wealth Management sold out of BlackRock Energy and Resources Trust (BGR) in Q3 2014, closing a stake of 200 shares — an estimated $5.39K sold.

Raffa Wealth Management first reported a position in BGR in Q2 2014 and held it in 1 quarter. The position peaked at $5.39K in Q2 2014. 73 funds tracked by Wall St. Rank hold BGR as of Q3 2014.

  • Raffa Wealth Management reported no remaining BlackRock Energy and Resources Trust position as of Q3 2014 after selling out during the quarter.
  • Raffa Wealth Management sold 200 BlackRock Energy and Resources Trust shares in Q3 2014, an estimated $5.39K.
  • Raffa Wealth Management first reported a position in BlackRock Energy and Resources Trust in Q2 2014 and held it in 1 quarter.
  • Raffa Wealth Management's BlackRock Energy and Resources Trust position peaked at $5.39K in Q2 2014.
  • 73 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2014.

Based on Raffa Wealth Management's 13F filing for Q3 2014, filed 27 Jul 2026.