Accel Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Accel Wealth Management’s Portfolio BFK Stock Details BFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,271	Closed	-$22K	–	1063
2022 Q3	$22K	Buy	2,271 +30	+1%	+$324	0.01%	528
2022 Q2	$25K	Buy	2,241 +30	+1%	+$349	0.01%	480
2022 Q1	$27K	Buy	2,211 +30	+1%	+$409	0.01%	492
2021 Q4	$34K	Buy	2,181 +33	+2%	+$496	0.02%	452
2021 Q3	$32K	Buy	2,148 +24	+1%	+$372	0.02%	404
2021 Q2	$33K	Buy	2,124 +25	+1%	+$378	0.02%	418
2021 Q1	$31K	Buy	2,099 +16	+0.8%	+$240	0.03%	408
2020 Q4	$32K	Buy	+2,083	New	+$30K	0.03%	389

Other funds holding BFK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Accel Wealth Management's BFK Position: Q4 2022 in Review

Accel Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q4 2022, closing a stake of 2,271 shares — an estimated $22K sold.

Accel Wealth Management first reported a position in BFK in Q4 2020 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 90 funds tracked by Wall St. Rank hold BFK as of Q4 2022.

Accel Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 2,271 BlackRock Municipal Income Trust shares in Q4 2022, an estimated $22K.
Accel Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2020 and held it in 8 quarters.
Accel Wealth Management's BlackRock Municipal Income Trust position peaked at $34K in Q4 2021.
90 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.