FFA
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Founders Financial Alliance’s BlackRock Core Bond Trust BHK Stock Holding History

Founders Financial Alliance’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-438
Closed -$7K – 522
2020
Q3 		$7K Buy
+438
New +$6.92K ﹤0.01% 868

Other funds holding BHK

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SIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Founders Financial Alliance's BHK Position: Q4 2020 in Review

Founders Financial Alliance sold out of BlackRock Core Bond Trust (BHK) in Q4 2020, closing a stake of 438 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in BHK in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 110 funds tracked by Wall St. Rank hold BHK as of Q4 2020.

  • Founders Financial Alliance reported no remaining BlackRock Core Bond Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 438 BlackRock Core Bond Trust shares in Q4 2020, an estimated $7K.
  • Founders Financial Alliance first reported a position in BlackRock Core Bond Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's BlackRock Core Bond Trust position peaked at $7K in Q3 2020.
  • 110 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.