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

Wealth Quarterback’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
2020
Q1 		– Sell
-349
Closed -$4.15K – 989
2019
Q4 		$4.15K Buy
+349
New +$3.91K ﹤0.01% 668

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wealth Quarterback's BGR Position: Q1 2020 in Review

Wealth Quarterback sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2020, closing a stake of 349 shares — an estimated $4.15K sold.

Wealth Quarterback first reported a position in BGR in Q4 2019 and held it in 1 quarter. The position peaked at $4.15K in Q4 2019. 60 funds tracked by Wall St. Rank hold BGR as of Q1 2020.

  • Wealth Quarterback reported no remaining BlackRock Energy and Resources Trust position as of Q1 2020 after selling out during the quarter.
  • Wealth Quarterback sold 349 BlackRock Energy and Resources Trust shares in Q1 2020, an estimated $4.15K.
  • Wealth Quarterback first reported a position in BlackRock Energy and Resources Trust in Q4 2019 and held it in 1 quarter.
  • Wealth Quarterback's BlackRock Energy and Resources Trust position peaked at $4.15K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.