Hefty Wealth Partners’s BlackRock Municipal Income Trust BFK Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-163	Closed	-$2K	–	241
2017 Q4	$2K	Hold	163	–	–	﹤0.01%	238
2017 Q3	$2K	Buy	+163	New	+$2.35K	﹤0.01%	239

Other funds holding BFK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Hefty Wealth Partners's BFK Position: Q1 2018 in Review

Hefty Wealth Partners sold out of BlackRock Municipal Income Trust (BFK) in Q1 2018, closing a stake of 163 shares — an estimated $2K sold.

Hefty Wealth Partners first reported a position in BFK in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 61 funds tracked by Wall St. Rank hold BFK as of Q1 2018.

Hefty Wealth Partners reported no remaining BlackRock Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 163 BlackRock Municipal Income Trust shares in Q1 2018, an estimated $2K.
Hefty Wealth Partners first reported a position in BlackRock Municipal Income Trust in Q3 2017 and held it in 2 quarters.
Hefty Wealth Partners's BlackRock Municipal Income Trust position peaked at $2K in Q4 2017.
61 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.