Commonwealth Equity Services
BPS

Commonwealth Equity Services’s BLACKROCK PENN STRT MNI TST BPS Stock Holding History

Commonwealth Equity Services’s Portfolio BPS Stock Details BPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,000
Closed -$143K – 1952
2013
Q2 		$143K Buy
+11,000
New +$159K ﹤0.01% 1646

Other funds holding BPS

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Commonwealth Equity Services's BPS Position: Q3 2013 in Review

Commonwealth Equity Services sold out of BLACKROCK PENN STRT MNI TST (BPS) in Q3 2013, closing a stake of 11,000 shares — an estimated $143K sold.

Commonwealth Equity Services first reported a position in BPS in Q2 2013 and held it in 1 quarter. The position peaked at $143K in Q2 2013. 11 funds tracked by Wall St. Rank hold BPS as of Q3 2013.

  • Commonwealth Equity Services reported no remaining BLACKROCK PENN STRT MNI TST position as of Q3 2013 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,000 BLACKROCK PENN STRT MNI TST shares in Q3 2013, an estimated $143K.
  • Commonwealth Equity Services first reported a position in BLACKROCK PENN STRT MNI TST in Q2 2013 and held it in 1 quarter.
  • Commonwealth Equity Services's BLACKROCK PENN STRT MNI TST position peaked at $143K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held BLACKROCK PENN STRT MNI TST as of Q3 2013.

Based on Commonwealth Equity Services's 13F filing for Q3 2013, filed 4 Nov 2013.