CAN
BKN

Cetera Advisor Networks’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Cetera Advisor Networks’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,403
Closed -$247K – 1959
2021
Q2 		$247K Buy
+13,403
New +$250K ﹤0.01% 1631
2020
Q3 		– Sell
-1,505
Closed -$23K – 1412
2020
Q2 		$23K Buy
+1,505
New +$22.6K ﹤0.01% 2307

Other funds holding BKN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GP
Geneva Partners Lake Geneva, Wisconsin $375M AUM 131.24% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM

Cetera Advisor Networks's BKN Position: Q3 2021 in Review

Cetera Advisor Networks sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2021, closing a stake of 13,403 shares — an estimated $247K sold.

Cetera Advisor Networks first reported a position in BKN in Q2 2020 and held it in 2 quarters. The position peaked at $247K in Q2 2021. 57 funds tracked by Wall St. Rank hold BKN as of Q3 2021.

  • Cetera Advisor Networks reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Cetera Advisor Networks sold 13,403 BlackRock Investment Quality Municipal Trust shares in Q3 2021, an estimated $247K.
  • Cetera Advisor Networks first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2020 and held it in 2 quarters.
  • Cetera Advisor Networks's BlackRock Investment Quality Municipal Trust position peaked at $247K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2021.

Based on Cetera Advisor Networks's 13F filing for Q3 2021, filed 16 Nov 2021.