DA
BPK

Doliver Advisors’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Doliver Advisors’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
2016
Q3 		– Sell
-17,240
Closed -$263K – 261
2016
Q2 		$263K Buy
+17,240
New +$263K 0.22% 117

Other funds holding BPK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Doliver Advisors's BPK Position: Q3 2016 in Review

Doliver Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2016, closing a stake of 17,240 shares — an estimated $263K sold.

Doliver Advisors first reported a position in BPK in Q2 2016 and held it in 1 quarter. The position peaked at $263K in Q2 2016. 36 funds tracked by Wall St. Rank hold BPK as of Q3 2016.

  • Doliver Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2016 after selling out during the quarter.
  • Doliver Advisors sold 17,240 Blackrock Muni 2018 Term Tr shares in Q3 2016, an estimated $263K.
  • Doliver Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q2 2016 and held it in 1 quarter.
  • Doliver Advisors's Blackrock Muni 2018 Term Tr position peaked at $263K in Q2 2016.
  • 36 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2016.

Based on Doliver Advisors's 13F filing for Q3 2016, filed 31 Oct 2016.