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

Squar Milner 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
2018 Q3	–	Sell	-2,000	Closed	-$40K	–	765
2018 Q2	$40K	Buy	+2,000	New	+$39.8K	0.04%	366

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's BUI Position: Q3 2018 in Review

Squar Milner Financial Services sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2018, closing a stake of 2,000 shares — an estimated $40K sold.

Squar Milner Financial Services first reported a position in BUI in Q2 2018 and held it in 1 quarter. The position peaked at $40K in Q2 2018. 32 funds tracked by Wall St. Rank hold BUI as of Q3 2018.

Squar Milner Financial Services reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 2,000 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2018, an estimated $40K.
Squar Milner Financial Services first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $40K in Q2 2018.
32 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.