CWM
BKN

Cornerstone Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-9,113
Closed -$650K – 1323
2018
Q2 		$650K Buy
+9,113
New +$125K 0.01% 916

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GC
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UBS Group
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AAM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's BKN Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2018, closing a stake of 9,113 shares — an estimated $650K sold.

Cornerstone Wealth Management first reported a position in BKN in Q2 2018 and held it in 1 quarter. The position peaked at $650K in Q2 2018. 57 funds tracked by Wall St. Rank hold BKN as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,113 BlackRock Investment Quality Municipal Trust shares in Q3 2018, an estimated $650K.
  • Cornerstone Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $650K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.