FWM
BAF

Focused Wealth Management’s BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST BAF Stock Holding History

Focused Wealth Management’s Portfolio BAF Stock Details BAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-670
Closed -$9K – 667
2013
Q4 		$9K Hold
670
– – 0.01% 417
2013
Q3 		$9K Buy
+670
New +$8.63K 0.01% 387

Other funds holding BAF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focused Wealth Management's BAF Position: Q1 2014 in Review

Focused Wealth Management sold out of BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST (BAF) in Q1 2014, closing a stake of 670 shares — an estimated $9K sold.

Focused Wealth Management first reported a position in BAF in Q3 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 21 funds tracked by Wall St. Rank hold BAF as of Q1 2014.

  • Focused Wealth Management reported no remaining BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position as of Q1 2014 after selling out during the quarter.
  • Focused Wealth Management sold 670 BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST shares in Q1 2014, an estimated $9K.
  • Focused Wealth Management first reported a position in BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST in Q3 2013 and held it in 2 quarters.
  • Focused Wealth Management's BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position peaked at $9K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST as of Q1 2014.

Based on Focused Wealth Management's 13F filing for Q1 2014, filed 5 May 2014.