HCA
BPK

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

Harbour Capital Advisors’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
2017
Q2 		– Sell
-8,725
Closed -$132K – 648
2017
Q1 		$132K Buy
+8,725
New +$131K 0.06% 257
2016
Q4 		– Sell
-9,725
Closed -$148K – 272
2016
Q3 		$148K Buy
+9,725
New +$148K 0.09% 211

Other funds holding BPK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Capital Advisors's BPK Position: Q2 2017 in Review

Harbour Capital Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q2 2017, closing a stake of 8,725 shares — an estimated $132K sold.

Harbour Capital Advisors first reported a position in BPK in Q3 2016 and held it in 2 quarters. The position peaked at $148K in Q3 2016. 38 funds tracked by Wall St. Rank hold BPK as of Q2 2017.

  • Harbour Capital Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q2 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 8,725 Blackrock Muni 2018 Term Tr shares in Q2 2017, an estimated $132K.
  • Harbour Capital Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q3 2016 and held it in 2 quarters.
  • Harbour Capital Advisors's Blackrock Muni 2018 Term Tr position peaked at $148K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q2 2017.

Based on Harbour Capital Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.