Sonora Investment Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Sonora Investment Management’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	-700	Closed	-$12K	–	1781
2020 Q1	$12K	Hold	700	–	–	﹤0.01%	940
2019 Q4	$16K	Buy	+700	New	+$15.7K	﹤0.01%	966

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

Sonora Investment Management's BUI Position: Q2 2020 in Review

Sonora Investment Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2020, closing a stake of 700 shares — an estimated $12K sold.

Sonora Investment Management first reported a position in BUI in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 38 funds tracked by Wall St. Rank hold BUI as of Q2 2020.

Sonora Investment Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2020 after selling out during the quarter.
Sonora Investment Management sold 700 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2020, an estimated $12K.
Sonora Investment Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2019 and held it in 2 quarters.
Sonora Investment Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $16K in Q4 2019.
38 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.