Creative Planning’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Creative Planning’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,726	Closed	-$85K	–	2106
2017 Q2	$85K	Hold	5,726	–	–	﹤0.01%	2103
2017 Q1	$82K	Hold	5,726	–	–	﹤0.01%	2084
2016 Q4	$80K	Hold	5,726	–	–	﹤0.01%	2014
2016 Q3	$92K	Buy	5,726 +2,000	+54%	+$32.9K	﹤0.01%	1899
2016 Q2	$62K	Hold	3,726	–	–	﹤0.01%	1984
2016 Q1	$59K	Hold	3,726	–	–	﹤0.01%	1971
2015 Q4	$58K	Buy	3,726 +2,959	+386%	+$44.5K	﹤0.01%	1995
2015 Q3	$11K	Buy	+767	New	+$11K	﹤0.01%	3128
2015 Q2	–	Sell	-667	Closed	-$10K	–	1328
2015 Q1	$10K	Hold	667	–	–	﹤0.01%	3177
2014 Q4	$10K	Hold	667	–	–	﹤0.01%	3110
2014 Q3	$9K	Buy	+667	New	+$9.23K	﹤0.01%	2989

Other funds holding BNY

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Creative Planning's BNY Position: Q3 2017 in Review

Creative Planning sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2017, closing a stake of 5,726 shares — an estimated $85K sold.

Creative Planning first reported a position in BNY in Q3 2014 and held it in 11 quarters. The position peaked at $92K in Q3 2016. 16 funds tracked by Wall St. Rank hold BNY as of Q3 2017.

Creative Planning reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5,726 BlackRock New York Municipal Income Trust shares in Q3 2017, an estimated $85K.
Creative Planning first reported a position in BlackRock New York Municipal Income Trust in Q3 2014 and held it in 11 quarters.
Creative Planning's BlackRock New York Municipal Income Trust position peaked at $92K in Q3 2016.
16 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.