FHC
BPK

First Heartland Consultants’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

First Heartland Consultants’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,300
Closed -$170K – 351
2017
Q3 		$170K Hold
11,300
– – 0.04% 325
2017
Q2 		$170K Hold
11,300
– – 0.04% 327
2017
Q1 		$171K Buy
+11,300
New +$170K 0.05% 319

Other funds holding BPK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Heartland Consultants's BPK Position: Q4 2017 in Review

First Heartland Consultants sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2017, closing a stake of 11,300 shares — an estimated $170K sold.

First Heartland Consultants first reported a position in BPK in Q1 2017 and held it in 3 quarters. The position peaked at $171K in Q1 2017. 43 funds tracked by Wall St. Rank hold BPK as of Q4 2017.

  • First Heartland Consultants reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2017 after selling out during the quarter.
  • First Heartland Consultants sold 11,300 Blackrock Muni 2018 Term Tr shares in Q4 2017, an estimated $170K.
  • First Heartland Consultants first reported a position in Blackrock Muni 2018 Term Tr in Q1 2017 and held it in 3 quarters.
  • First Heartland Consultants's Blackrock Muni 2018 Term Tr position peaked at $171K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.