CWA
BBK

Carolina Wealth Advisors’s Blackrock Municipal Bond Trust BBK Stock Holding History

Carolina Wealth Advisors’s Portfolio BBK Stock Details BBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-295
Closed -$4.51K – 217
2019
Q4 		$5K Buy
+295
New +$4.57K ﹤0.01% 153

Other funds holding BBK

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GC
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PMG
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Carolina Wealth Advisors's BBK Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of Blackrock Municipal Bond Trust (BBK) in Q1 2020, closing a stake of 295 shares — an estimated $4.51K sold.

Carolina Wealth Advisors first reported a position in BBK in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 38 funds tracked by Wall St. Rank hold BBK as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining Blackrock Municipal Bond Trust position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 295 Blackrock Municipal Bond Trust shares in Q1 2020, an estimated $4.51K.
  • Carolina Wealth Advisors first reported a position in Blackrock Municipal Bond Trust in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's Blackrock Municipal Bond Trust position peaked at $5K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Blackrock Municipal Bond Trust as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.