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Sowell Financial Services’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Sowell Financial Services’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
2017
Q1 		– Sell
-90
Closed -$2K – 294
2016
Q4 		$2K Buy
+90
New +$1.67K ﹤0.01% 585

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sowell Financial Services's BUI Position: Q1 2017 in Review

Sowell Financial Services sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2017, closing a stake of 90 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in BUI in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 31 funds tracked by Wall St. Rank hold BUI as of Q1 2017.

  • Sowell Financial Services reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 90 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2017, an estimated $2K.
  • Sowell Financial Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $2K in Q4 2016.
  • 31 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.