Sutton Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

Sutton Wealth Advisors’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
2017 Q4	–	Sell	-122	Closed	-$1.68K	–	1082
2017 Q3	$1.68K	Hold	122	–	–	﹤0.01%	964
2017 Q2	$1.59K	Hold	122	–	–	﹤0.01%	974
2017 Q1	$1.68K	Hold	122	–	–	﹤0.01%	944
2016 Q4	$1.76K	Hold	122	–	–	﹤0.01%	937
2016 Q3	$1.77K	Hold	122	–	–	﹤0.01%	927
2016 Q2	$1.73K	Hold	122	–	–	﹤0.01%	895
2016 Q1	$1.59K	Buy	+122	New	+$1.47K	﹤0.01%	892

Other funds holding BGR

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

Sutton Wealth Advisors's BGR Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2017, closing a stake of 122 shares — an estimated $1.68K sold.

Sutton Wealth Advisors first reported a position in BGR in Q1 2016 and held it in 7 quarters. The position peaked at $1.77K in Q3 2016. 72 funds tracked by Wall St. Rank hold BGR as of Q4 2017.

Sutton Wealth Advisors reported no remaining BlackRock Energy and Resources Trust position as of Q4 2017 after selling out during the quarter.
Sutton Wealth Advisors sold 122 BlackRock Energy and Resources Trust shares in Q4 2017, an estimated $1.68K.
Sutton Wealth Advisors first reported a position in BlackRock Energy and Resources Trust in Q1 2016 and held it in 7 quarters.
Sutton Wealth Advisors's BlackRock Energy and Resources Trust position peaked at $1.77K in Q3 2016.
72 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.