AFS
BFK

Annapolis Financial Services’s BlackRock Municipal Income Trust BFK Stock Holding History

Annapolis Financial Services’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
2023
Q4 		– Sell
-1,150
Closed -$10.2K – 469
2023
Q3 		$10.2K Buy
+1,150
New +$11.2K ﹤0.01% 341

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's BFK Position: Q4 2023 in Review

Annapolis Financial Services sold out of BlackRock Municipal Income Trust (BFK) in Q4 2023, closing a stake of 1,150 shares — an estimated $10.2K sold.

Annapolis Financial Services first reported a position in BFK in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 94 funds tracked by Wall St. Rank hold BFK as of Q4 2023.

  • Annapolis Financial Services reported no remaining BlackRock Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 1,150 BlackRock Municipal Income Trust shares in Q4 2023, an estimated $10.2K.
  • Annapolis Financial Services first reported a position in BlackRock Municipal Income Trust in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's BlackRock Municipal Income Trust position peaked at $10.2K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.