AG
BPK

Advisor Group’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Advisor Group’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,650
Closed -$25K – 5396
2018
Q3 		$25K Sell
1,650
-13,400
-89% -$201K ﹤0.01% 3764
2018
Q2 		$226K Hold
15,050
– – ﹤0.01% 1882
2018
Q1 		$225K Hold
15,050
– – ﹤0.01% 1885
2017
Q4 		$222K Buy
+15,050
New +$225K ﹤0.01% 1909

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advisor Group's BPK Position: Q4 2018 in Review

Advisor Group sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 1,650 shares — an estimated $25K sold.

Advisor Group first reported a position in BPK in Q4 2017 and held it in 4 quarters. The position peaked at $226K in Q2 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Advisor Group reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 1,650 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $25K.
  • Advisor Group first reported a position in Blackrock Muni 2018 Term Tr in Q4 2017 and held it in 4 quarters.
  • Advisor Group's Blackrock Muni 2018 Term Tr position peaked at $226K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.