GWM
BFK

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

Gupta 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
2016
Q1 		– Sell
-2,400
Closed -$35K – 1160
2015
Q4 		$35K Buy
2,400
+275
+13% +$3.94K 0.01% 502
2015
Q3 		$30K Buy
+2,125
New +$29.3K 0.01% 572

Other funds holding BFK

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Gupta Wealth Management's BFK Position: Q1 2016 in Review

Gupta Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2016, closing a stake of 2,400 shares — an estimated $35K sold.

Gupta Wealth Management first reported a position in BFK in Q3 2015 and held it in 2 quarters. The position peaked at $35K in Q4 2015. 57 funds tracked by Wall St. Rank hold BFK as of Q1 2016.

  • Gupta Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 2,400 BlackRock Municipal Income Trust shares in Q1 2016, an estimated $35K.
  • Gupta Wealth Management first reported a position in BlackRock Municipal Income Trust in Q3 2015 and held it in 2 quarters.
  • Gupta Wealth Management's BlackRock Municipal Income Trust position peaked at $35K in Q4 2015.
  • 57 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.