EW
BBK

Evoke Wealth’s Blackrock Municipal Bond Trust BBK Stock Holding History

Evoke Wealth’s Portfolio BBK Stock Details BBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-148
Closed -$2.29K – 1557
2019
Q3 		$2.29K Buy
+148
New +$2.27K ﹤0.01% 1175

Other funds holding BBK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evoke Wealth's BBK Position: Q4 2019 in Review

Evoke Wealth sold out of Blackrock Municipal Bond Trust (BBK) in Q4 2019, closing a stake of 148 shares — an estimated $2.29K sold.

Evoke Wealth first reported a position in BBK in Q3 2019 and held it in 1 quarter. The position peaked at $2.29K in Q3 2019. 40 funds tracked by Wall St. Rank hold BBK as of Q4 2019.

  • Evoke Wealth reported no remaining Blackrock Municipal Bond Trust position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 148 Blackrock Municipal Bond Trust shares in Q4 2019, an estimated $2.29K.
  • Evoke Wealth first reported a position in Blackrock Municipal Bond Trust in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Blackrock Municipal Bond Trust position peaked at $2.29K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Blackrock Municipal Bond Trust as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.