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

V 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
Q3 		– Sell
-700
Closed -$9K – 241
2017
Q2 		$9K Buy
+700
New +$9.4K ﹤0.01% 582

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

V Wealth Advisors's BGR Position: Q3 2017 in Review

V Wealth Advisors sold out of BlackRock Energy and Resources Trust (BGR) in Q3 2017, closing a stake of 700 shares — an estimated $9K sold.

V Wealth Advisors first reported a position in BGR in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 58 funds tracked by Wall St. Rank hold BGR as of Q3 2017.

  • V Wealth Advisors reported no remaining BlackRock Energy and Resources Trust position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 700 BlackRock Energy and Resources Trust shares in Q3 2017, an estimated $9K.
  • V Wealth Advisors first reported a position in BlackRock Energy and Resources Trust in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's BlackRock Energy and Resources Trust position peaked at $9K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.