Aurora Private Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

Aurora Private Wealth’s Portfolio BHK Stock Details BHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,452	Closed	-$211K	–	222
2020 Q3	$211K	Buy	13,452 +900	+7%	+$14.2K	0.09%	174
2020 Q2	$193K	Sell	12,552 -14,182	-53%	-$209K	0.09%	160
2020 Q1	$354K	Buy	26,734 +11,842	+80%	+$173K	0.12%	154
2019 Q4	$217K	Buy	+14,892	New	+$215K	0.08%	179

Other funds holding BHK

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aurora Private Wealth's BHK Position: Q4 2020 in Review

Aurora Private Wealth sold out of BlackRock Core Bond Trust (BHK) in Q4 2020, closing a stake of 13,452 shares — an estimated $211K sold.

Aurora Private Wealth first reported a position in BHK in Q4 2019 and held it in 4 quarters. The position peaked at $354K in Q1 2020. 110 funds tracked by Wall St. Rank hold BHK as of Q4 2020.

Aurora Private Wealth reported no remaining BlackRock Core Bond Trust position as of Q4 2020 after selling out during the quarter.
Aurora Private Wealth sold 13,452 BlackRock Core Bond Trust shares in Q4 2020, an estimated $211K.
Aurora Private Wealth first reported a position in BlackRock Core Bond Trust in Q4 2019 and held it in 4 quarters.
Aurora Private Wealth's BlackRock Core Bond Trust position peaked at $354K in Q1 2020.
110 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2020.

Based on Aurora Private Wealth's 13F filing for Q4 2020, filed 15 Jan 2021.