AI
BAF

Atria Investments’s BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST BAF Stock Holding History

Atria Investments’s Portfolio BAF Stock Details BAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,471
Closed -$243K – 1111
2019
Q1 		$243K Buy
17,471
+1,054
+6% +$14.2K 0.01% 790
2018
Q4 		$215K Sell
16,417
-501
-3% -$6.38K 0.01% 788
2018
Q3 		$217K Buy
+16,918
New +$227K 0.01% 901

Other funds holding BAF

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's BAF Position: Q2 2019 in Review

Atria Investments sold out of BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST (BAF) in Q2 2019, closing a stake of 17,471 shares — an estimated $243K sold.

Atria Investments first reported a position in BAF in Q3 2018 and held it in 3 quarters. The position peaked at $243K in Q1 2019. 28 funds tracked by Wall St. Rank hold BAF as of Q2 2019.

  • Atria Investments reported no remaining BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position as of Q2 2019 after selling out during the quarter.
  • Atria Investments sold 17,471 BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST shares in Q2 2019, an estimated $243K.
  • Atria Investments first reported a position in BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST in Q3 2018 and held it in 3 quarters.
  • Atria Investments's BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position peaked at $243K in Q1 2019.
  • 28 funds tracked by Wall St. Rank held BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.