Apriem Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Apriem Advisors’s Portfolio BKN Stock Details BKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,000	Closed	-$28K	–	171
2018 Q2	$28K	Buy	+2,000	New	+$27.5K	0.01%	302
2017 Q2	–	Sell	-2,000	Closed	-$29K	–	187
2017 Q1	$29K	Hold	2,000	–	–	0.01%	294
2016 Q4	$29K	Hold	2,000	–	–	0.01%	294
2016 Q3	$34K	Hold	2,000	–	–	0.01%	264
2016 Q2	$36K	Hold	2,000	–	–	0.01%	264
2016 Q1	$33K	Hold	2,000	–	–	0.01%	251
2015 Q4	$31K	Hold	2,000	–	–	0.01%	242
2015 Q3	$30K	Hold	2,000	–	–	0.01%	241
2015 Q2	$29K	Hold	2,000	–	–	0.01%	262
2015 Q1	$32K	Hold	2,000	–	–	0.01%	247
2014 Q4	$33K	Hold	2,000	–	–	0.01%	237
2014 Q3	$30K	Hold	2,000	–	–	0.01%	255
2014 Q2	$30K	Hold	2,000	–	–	0.01%	238
2014 Q1	$29K	Hold	2,000	–	–	0.01%	262
2013 Q4	$28K	Hold	2,000	–	–	0.01%	259
2013 Q3	$27K	Hold	2,000	–	–	0.01%	251
2013 Q2	$30K	Buy	+2,000	New	+$31.3K	0.01%	239

Other funds holding BKN

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

KIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Apriem Advisors's BKN Position: Q3 2018 in Review

Apriem Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2018, closing a stake of 2,000 shares — an estimated $28K sold.

Apriem Advisors first reported a position in BKN in Q2 2013 and held it in 17 quarters. The position peaked at $36K in Q2 2016. 57 funds tracked by Wall St. Rank hold BKN as of Q3 2018.

Apriem Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,000 BlackRock Investment Quality Municipal Trust shares in Q3 2018, an estimated $28K.
Apriem Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2013 and held it in 17 quarters.
Apriem Advisors's BlackRock Investment Quality Municipal Trust position peaked at $36K in Q2 2016.
57 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.