IWP
BFK

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

Icon 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
2019
Q2 		– Sell
-1,825
Closed -$25K – 226
2019
Q1 		$25K Buy
+1,825
New +$23.8K 0.01% 500
2018
Q3 		– Sell
-1,825
Closed -$24K – 318
2018
Q2 		$24K Buy
+1,825
New +$23.4K 0.01% 541
2018
Q1 		– Sell
-1,825
Closed -$26K – 307
2017
Q4 		$26K Buy
+1,825
New +$25.8K 0.01% 551

Other funds holding BFK

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Icon Wealth Partners's BFK Position: Q2 2019 in Review

Icon Wealth Partners sold out of BlackRock Municipal Income Trust (BFK) in Q2 2019, closing a stake of 1,825 shares — an estimated $25K sold.

Icon Wealth Partners first reported a position in BFK in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 56 funds tracked by Wall St. Rank hold BFK as of Q2 2019.

  • Icon Wealth Partners reported no remaining BlackRock Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,825 BlackRock Municipal Income Trust shares in Q2 2019, an estimated $25K.
  • Icon Wealth Partners first reported a position in BlackRock Municipal Income Trust in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's BlackRock Municipal Income Trust position peaked at $26K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.