TCI Wealth Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

TCI Wealth Advisors’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	-500	Closed	-$9K	–	1475
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	583
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	682
2019 Q3	$12K	Hold	500	–	–	0.01%	591
2019 Q2	$11K	Hold	500	–	–	0.01%	600
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	608
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	618
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	626
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	636
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	620
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	598
2017 Q3	$11K	Hold	500	–	–	0.01%	568
2017 Q2	$10K	Buy	+500	New	+$10.4K	0.01%	587

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

TCI Wealth Advisors's BUI Position: Q2 2020 in Review

TCI Wealth Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2020, closing a stake of 500 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in BUI in Q2 2017 and held it in 12 quarters. The position peaked at $12K in Q3 2019. 38 funds tracked by Wall St. Rank hold BUI as of Q2 2020.

TCI Wealth Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 500 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2020, an estimated $9K.
TCI Wealth Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2017 and held it in 12 quarters.
TCI Wealth Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $12K in Q3 2019.
38 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.