GWM
BBF

Gupta Wealth Management’s BlackRock Municipal Income Investment Trust BBF Stock Holding History

Gupta Wealth Management’s Portfolio BBF Stock Details BBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,152
Closed -$152K – 1426
2015
Q3 		$152K Buy
+11,152
New +$150K 0.04% 284

Other funds holding BBF

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's BBF Position: Q4 2015 in Review

Gupta Wealth Management sold out of BlackRock Municipal Income Investment Trust (BBF) in Q4 2015, closing a stake of 11,152 shares — an estimated $152K sold.

Gupta Wealth Management first reported a position in BBF in Q3 2015 and held it in 1 quarter. The position peaked at $152K in Q3 2015. 18 funds tracked by Wall St. Rank hold BBF as of Q4 2015.

  • Gupta Wealth Management reported no remaining BlackRock Municipal Income Investment Trust position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 11,152 BlackRock Municipal Income Investment Trust shares in Q4 2015, an estimated $152K.
  • Gupta Wealth Management first reported a position in BlackRock Municipal Income Investment Trust in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's BlackRock Municipal Income Investment Trust position peaked at $152K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held BlackRock Municipal Income Investment Trust as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.