AWA
BFK

Arete Wealth Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Arete Wealth Advisors’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
2024
Q3 		– Sell
-13,425
Closed -$137K – 720
2024
Q2 		$137K Buy
+13,425
New +$135K 0.01% 682
2024
Q1 		– Sell
-13,425
Closed -$135K – 415
2023
Q4 		$135K Hold
13,425
– – 0.01% 698
2023
Q3 		$119K Buy
+13,425
New +$130K 0.02% 463

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Arete Wealth Advisors's BFK Position: Q3 2024 in Review

Arete Wealth Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q3 2024, closing a stake of 13,425 shares — an estimated $137K sold.

Arete Wealth Advisors first reported a position in BFK in Q3 2023 and held it in 3 quarters. The position peaked at $137K in Q2 2024. 84 funds tracked by Wall St. Rank hold BFK as of Q3 2024.

  • Arete Wealth Advisors reported no remaining BlackRock Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,425 BlackRock Municipal Income Trust shares in Q3 2024, an estimated $137K.
  • Arete Wealth Advisors first reported a position in BlackRock Municipal Income Trust in Q3 2023 and held it in 3 quarters.
  • Arete Wealth Advisors's BlackRock Municipal Income Trust position peaked at $137K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.