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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-40,938
Closed -$440K 633
2018
Q4
$440K Buy
40,938
+21,438
+110% +$323K 0.12% 95
2018
Q3
$293K Hold
19,500
0.07% 113
2018
Q2
$293K Sell
19,500
-5,000
-20% -$74.8K 0.07% 117
2018
Q1
$366K Sell
24,500
-5,000
-17% -$74.5K 0.1% 101
2017
Q4
$435K Sell
29,500
-3,000
-9% -$44.8K 0.12% 94
2017
Q3
$488K Buy
32,500
+6,500
+25% +$97.6K 0.15% 81
2017
Q2
$390K Buy
26,000
+10,000
+63% +$150K 0.12% 92
2017
Q1
$241K Buy
16,000
+7,000
+78% +$105K 0.08% 113
2016
Q4
$135K Buy
+9,000
New +$136K 0.05% 131

Edge Wealth Management's BPK Position: Q1 2019 in Review

Edge Wealth Management sold out of Blackrock Muni 2018 Term Tr (BPK) in Q1 2019, closing a stake of 40,938 shares — an estimated $440K sold.

Edge Wealth Management first reported a position in BPK in Q4 2016 and held it in 9 quarters. The position peaked at $488K in Q3 2017. 0 funds tracked by Wall St. Rank hold BPK as of Q1 2019.

  • Edge Wealth Management reported no remaining Blackrock Muni 2018 Term Tr position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 40,938 Blackrock Muni 2018 Term Tr shares in Q1 2019, an estimated $440K.
  • Edge Wealth Management first reported a position in Blackrock Muni 2018 Term Tr in Q4 2016 and held it in 9 quarters.
  • Edge Wealth Management's Blackrock Muni 2018 Term Tr position peaked at $488K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.