Creative Planning
BIE

Creative Planning’s BLACKROCK MUNICIPAL BOND INVESTMENT TRUST BIE Stock Holding History

Creative Planning’s Portfolio BIE Stock Details BIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$15K – 4565
2014
Q4 		$15K Buy
+1,000
New +$14.8K ﹤0.01% 2885

Other funds holding BIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning's BIE Position: Q1 2015 in Review

Creative Planning sold out of BLACKROCK MUNICIPAL BOND INVESTMENT TRUST (BIE) in Q1 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Creative Planning first reported a position in BIE in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 12 funds tracked by Wall St. Rank hold BIE as of Q1 2015.

  • Creative Planning reported no remaining BLACKROCK MUNICIPAL BOND INVESTMENT TRUST position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 1,000 BLACKROCK MUNICIPAL BOND INVESTMENT TRUST shares in Q1 2015, an estimated $15K.
  • Creative Planning first reported a position in BLACKROCK MUNICIPAL BOND INVESTMENT TRUST in Q4 2014 and held it in 1 quarter.
  • Creative Planning's BLACKROCK MUNICIPAL BOND INVESTMENT TRUST position peaked at $15K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held BLACKROCK MUNICIPAL BOND INVESTMENT TRUST as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.