GC
BPK

Guggenheim Capital’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-10,192
Closed -$164K – 3221
2013
Q2 		$164K Buy
+10,192
New +$167K ﹤0.01% 2775

Other funds holding BPK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital's BPK Position: Q3 2013 in Review

Guggenheim Capital sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2013, closing a stake of 10,192 shares — an estimated $164K sold.

Guggenheim Capital first reported a position in BPK in Q2 2013 and held it in 1 quarter. The position peaked at $164K in Q2 2013. 28 funds tracked by Wall St. Rank hold BPK as of Q3 2013.

  • Guggenheim Capital reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2013 after selling out during the quarter.
  • Guggenheim Capital sold 10,192 Blackrock Muni 2018 Term Tr shares in Q3 2013, an estimated $164K.
  • Guggenheim Capital first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 1 quarter.
  • Guggenheim Capital's Blackrock Muni 2018 Term Tr position peaked at $164K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2013.

Based on Guggenheim Capital's 13F filing for Q3 2013, filed 14 Nov 2013.