HighTower Advisors
BPK

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

HighTower 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
2018
Q4 		– Sell
-315,822
Closed -$4.75M – 2455
2018
Q3 		$4.75M Sell
315,822
-60,130
-16% -$903K 0.03% 526
2018
Q2 		$5.65M Sell
375,952
-46,440
-11% -$695K 0.04% 453
2018
Q1 		$6.3M Sell
422,392
-15
-0% -$223 0.05% 396
2017
Q4 		$6.24M Sell
422,407
-57,941
-12% -$865K 0.05% 403
2017
Q3 		$7.22M Buy
480,348
+4,844
+1% +$72.8K 0.06% 347
2017
Q2 		$7.15M Buy
475,504
+15,102
+3% +$227K 0.06% 339
2017
Q1 		$6.95M Buy
460,402
+45,332
+11% +$683K 0.07% 328
2016
Q4 		$6.22M Buy
415,070
+93,994
+29% +$1.42M 0.07% 310
2016
Q3 		$4.88M Buy
321,076
+71,154
+28% +$1.09M 0.06% 363
2016
Q2 		$3.82M Buy
249,922
+136,413
+120% +$2.08M 0.05% 417
2016
Q1 		$1.75M Sell
113,509
-9,969
-8% -$154K 0.01% 777
2015
Q4 		$1.92M Buy
123,478
+19,737
+19% +$306K 0.02% 661
2015
Q3 		$1.6M Buy
+103,741
New +$1.6M 0.02% 694
2015
Q2 		– Sell
-107,857
Closed -$1.73M – 1781
2015
Q1 		$1.73M Hold
107,857
– – 0.03% 634
2014
Q4 		$1.74M Hold
107,857
– – 0.03% 633
2014
Q3 		$1.72M Buy
107,857
+68,097
+171% +$1.09M 0.03% 600
2014
Q2 		$639K Hold
39,760
– – 0.01% 975
2014
Q1 		$645K Buy
39,760
+1,500
+4% +$24.4K 0.01% 895
2013
Q4 		$610K Sell
38,260
-2,000
-5% -$32.1K 0.01% 886
2013
Q3 		$647K Buy
40,260
+3,000
+8% +$48K 0.02% 761
2013
Q2 		$600K Buy
+37,260
New +$611K 0.02% 748

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HighTower Advisors's BPK Position: Q4 2018 in Review

HighTower Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 315,822 shares — an estimated $4.75M sold.

HighTower Advisors first reported a position in BPK in Q2 2013 and held it in 21 quarters. The position peaked at $7.22M in Q3 2017. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • HighTower Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • HighTower Advisors sold 315,822 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $4.75M.
  • HighTower Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 21 quarters.
  • HighTower Advisors's Blackrock Muni 2018 Term Tr position peaked at $7.22M in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on HighTower Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.