CBFP
BFK

Cedar Brook Financial Partners’s BlackRock Municipal Income Trust BFK Stock Holding History

Cedar Brook Financial Partners’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-102,706
Closed -$1.06M – 56
2024
Q1 		$1.06M Sell
102,706
-367
-0.4% -$3.75K 0.21% 117
2023
Q4 		$1.04M Buy
103,073
+35
+0% +$330 0.23% 104
2023
Q3 		$914K Sell
103,038
-1,312
-1% -$12.7K 0.24% 102
2023
Q2 		$1.04M Buy
104,350
+7,366
+8% +$73.1K 0.25% 96
2023
Q1 		$990K Sell
96,984
-1,181
-1% -$12.1K 0.25% 98
2022
Q4 		$988K Sell
98,165
-2,572
-3% -$25K 0.28% 100
2022
Q3 		$960K Buy
100,737
+28
+0% +$302 0.31% 83
2022
Q2 		$1.08M Buy
100,709
+32
+0% +$372 0.34% 79
2022
Q1 		$1.23M Sell
100,677
-59
-0.1% -$805 0.32% 76
2021
Q4 		$1.56M Sell
100,736
-1,252
-1% -$18.8K 0.4% 61
2021
Q3 		$1.51M Buy
101,988
+24
+0% +$372 0.45% 57
2021
Q2 		$1.57M Buy
+101,964
New +$1.54M 0.45% 51

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cedar Brook Financial Partners's BFK Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of BlackRock Municipal Income Trust (BFK) in Q2 2024, closing a stake of 102,706 shares — an estimated $1.06M sold.

Cedar Brook Financial Partners first reported a position in BFK in Q2 2021 and held it in 12 quarters. The position peaked at $1.57M in Q2 2021. 89 funds tracked by Wall St. Rank hold BFK as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining BlackRock Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 102,706 BlackRock Municipal Income Trust shares in Q2 2024, an estimated $1.06M.
  • Cedar Brook Financial Partners first reported a position in BlackRock Municipal Income Trust in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's BlackRock Municipal Income Trust position peaked at $1.57M in Q2 2021.
  • 89 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.