FPOC
BKN

Financial Planners of Cleveland’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Financial Planners of Cleveland’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53,674
Closed -$974K – 57
2021
Q4 		$974K Buy
+53,674
New +$932K 0.4% 24

Other funds holding BKN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Financial Planners of Cleveland's BKN Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2022, closing a stake of 53,674 shares — an estimated $974K sold.

Financial Planners of Cleveland first reported a position in BKN in Q4 2021 and held it in 1 quarter. The position peaked at $974K in Q4 2021. 56 funds tracked by Wall St. Rank hold BKN as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 53,674 BlackRock Investment Quality Municipal Trust shares in Q1 2022, an estimated $974K.
  • Financial Planners of Cleveland first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's BlackRock Investment Quality Municipal Trust position peaked at $974K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.