Bruderman Asset Management’s BlackRock Core Bond Trust BHK Stock Holding History

Bruderman Asset Management’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	-150	Closed	-$2K	–	655
2018 Q3	$2K	Hold	150	–	–	﹤0.01%	333
2018 Q2	$2K	Sell	150 -250	-63%	-$3.21K	﹤0.01%	348
2018 Q1	$5K	Buy	+400	New	+$5.34K	﹤0.01%	319
2017 Q3	–	Sell	-660	Closed	-$9K	–	139
2017 Q2	$9K	Buy	+660	New	+$9.04K	﹤0.01%	313
2017 Q1	–	Sell	-660	Closed	-$9K	–	134
2016 Q4	$9K	Sell	660 -280	-30%	-$3.7K	﹤0.01%	315
2016 Q3	$13K	Hold	940	–	–	﹤0.01%	310
2016 Q2	$13K	Hold	940	–	–	﹤0.01%	294
2016 Q1	$13K	Hold	940	–	–	﹤0.01%	298
2015 Q4	$12K	Sell	940 -425	-31%	-$5.45K	﹤0.01%	322
2015 Q3	$18K	Hold	1,365	–	–	0.01%	287
2015 Q2	$17K	Hold	1,365	–	–	0.01%	304
2015 Q1	$19K	Buy	+1,365	New	+$18.6K	0.01%	295

Other funds holding BHK

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

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

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

Bruderman Asset Management's BHK Position: Q4 2018 in Review

Bruderman Asset Management sold out of BlackRock Core Bond Trust (BHK) in Q4 2018, closing a stake of 150 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in BHK in Q1 2015 and held it in 12 quarters. The position peaked at $19K in Q1 2015. 96 funds tracked by Wall St. Rank hold BHK as of Q4 2018.

Bruderman Asset Management reported no remaining BlackRock Core Bond Trust position as of Q4 2018 after selling out during the quarter.
Bruderman Asset Management sold 150 BlackRock Core Bond Trust shares in Q4 2018, an estimated $2K.
Bruderman Asset Management first reported a position in BlackRock Core Bond Trust in Q1 2015 and held it in 12 quarters.
Bruderman Asset Management's BlackRock Core Bond Trust position peaked at $19K in Q1 2015.
96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.