FWM
BFK

FSA Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

FSA Wealth Management’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
2021
Q1 		– Sell
-1,220
Closed -$19K – 69
2020
Q4 		$19K Buy
+1,220
New +$17.6K 0.01% 209
2020
Q3 		– Sell
-1,220
Closed -$16K – 91
2020
Q2 		$16K Buy
1,220
+600
+97% +$7.63K 0.01% 214
2020
Q1 		$8K Hold
620
– – 0.01% 258
2019
Q4 		$9K Buy
+620
New +$8.7K 0.01% 320

Other funds holding BFK

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FSA Wealth Management's BFK Position: Q1 2021 in Review

FSA Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2021, closing a stake of 1,220 shares — an estimated $19K sold.

FSA Wealth Management first reported a position in BFK in Q4 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2020. 63 funds tracked by Wall St. Rank hold BFK as of Q1 2021.

  • FSA Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • FSA Wealth Management sold 1,220 BlackRock Municipal Income Trust shares in Q1 2021, an estimated $19K.
  • FSA Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2019 and held it in 4 quarters.
  • FSA Wealth Management's BlackRock Municipal Income Trust position peaked at $19K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.