DWM
BPK

Dakota Wealth Management’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Dakota Wealth Management’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-154,050
Closed -$2.32M – 298
2018
Q3 		$2.32M Buy
+154,050
New +$2.31M 0.52% 50
2018
Q2 		– Sell
-16,100
Closed -$240K – 209
2018
Q1 		$240K Buy
+16,100
New +$240K 0.12% 77

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Dakota Wealth Management's BPK Position: Q4 2018 in Review

Dakota Wealth Management sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 154,050 shares — an estimated $2.32M sold.

Dakota Wealth Management first reported a position in BPK in Q1 2018 and held it in 2 quarters. The position peaked at $2.32M in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Dakota Wealth Management reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Dakota Wealth Management sold 154,050 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $2.32M.
  • Dakota Wealth Management first reported a position in Blackrock Muni 2018 Term Tr in Q1 2018 and held it in 2 quarters.
  • Dakota Wealth Management's Blackrock Muni 2018 Term Tr position peaked at $2.32M in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Dakota Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.