FFA
BFK

First Foundation Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

First Foundation Advisors’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-23,955
Closed -$309K – 360
2018
Q2 		$309K Buy
+23,955
New +$308K 0.02% 266

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Foundation Advisors's BFK Position: Q3 2018 in Review

First Foundation Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q3 2018, closing a stake of 23,955 shares — an estimated $309K sold.

First Foundation Advisors first reported a position in BFK in Q2 2018 and held it in 1 quarter. The position peaked at $309K in Q2 2018. 71 funds tracked by Wall St. Rank hold BFK as of Q3 2018.

  • First Foundation Advisors reported no remaining BlackRock Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • First Foundation Advisors sold 23,955 BlackRock Municipal Income Trust shares in Q3 2018, an estimated $309K.
  • First Foundation Advisors first reported a position in BlackRock Municipal Income Trust in Q2 2018 and held it in 1 quarter.
  • First Foundation Advisors's BlackRock Municipal Income Trust position peaked at $309K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2018.

Based on First Foundation Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.