AG
BFK

Advisor Group’s BlackRock Municipal Income Trust BFK Stock Holding History

Advisor Group’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
2019
Q4 		$84K Buy
5,944
+3,549
+148% +$49.8K ﹤0.01% 3055
2019
Q3 		$33K Buy
2,395
+2,015
+530% +$28.3K ﹤0.01% 3673
2019
Q2 		$5K Hold
380
– – ﹤0.01% 4658
2019
Q1 		$5K Hold
380
– – ﹤0.01% 4659
2018
Q4 		$5K Buy
+380
New +$4.68K ﹤0.01% 4496

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Advisor Group's BFK Position: Q4 2019 in Review

Advisor Group increased its BlackRock Municipal Income Trust (BFK) stake by 148% in Q4 2019, buying an estimated $49.8K and bringing the position to 5,944 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Advisor Group first reported a position in BFK in Q4 2018 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BFK as of Q4 2019.

  • Advisor Group held 5,944 shares of BlackRock Municipal Income Trust worth $84K as of Q4 2019.
  • Advisor Group bought 3,549 BlackRock Municipal Income Trust shares in Q4 2019, an estimated $49.8K.
  • BlackRock Municipal Income Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3055 holding.
  • Advisor Group first reported a position in BlackRock Municipal Income Trust in Q4 2018 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.