EK
BHK icon

Evensky & Katz’s BlackRock Core Bond Trust BHK Stock Holding History

Evensky & Katz’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$8K – 80
2020
Q2 		$8K Buy
+500
New +$7.38K ﹤0.01% 83

Other funds holding BHK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evensky & Katz's BHK Position: Q3 2020 in Review

Evensky & Katz sold out of BlackRock Core Bond Trust (BHK) in Q3 2020, closing a stake of 500 shares — an estimated $8K sold.

Evensky & Katz first reported a position in BHK in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 102 funds tracked by Wall St. Rank hold BHK as of Q3 2020.

  • Evensky & Katz reported no remaining BlackRock Core Bond Trust position as of Q3 2020 after selling out during the quarter.
  • Evensky & Katz sold 500 BlackRock Core Bond Trust shares in Q3 2020, an estimated $8K.
  • Evensky & Katz first reported a position in BlackRock Core Bond Trust in Q2 2020 and held it in 1 quarter.
  • Evensky & Katz's BlackRock Core Bond Trust position peaked at $8K in Q2 2020.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2020.

Based on Evensky & Katz's 13F filing for Q3 2020, filed 21 Oct 2020.