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Avantax Planning Partners’s BlackRock Core Bond Trust BHK Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-6,904
Closed -$88K – 378
2018
Q3 		$88K Buy
+6,904
New +$88.4K 0.01% 375

Other funds holding BHK

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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
UBS Group
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Avantax Planning Partners's BHK Position: Q4 2018 in Review

Avantax Planning Partners sold out of BlackRock Core Bond Trust (BHK) in Q4 2018, closing a stake of 6,904 shares — an estimated $88K sold.

Avantax Planning Partners first reported a position in BHK in Q3 2018 and held it in 1 quarter. The position peaked at $88K in Q3 2018. 96 funds tracked by Wall St. Rank hold BHK as of Q4 2018.

  • Avantax Planning Partners reported no remaining BlackRock Core Bond Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,904 BlackRock Core Bond Trust shares in Q4 2018, an estimated $88K.
  • Avantax Planning Partners first reported a position in BlackRock Core Bond Trust in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BlackRock Core Bond Trust position peaked at $88K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.