IWM
BKN

IHT Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

IHT Wealth Management’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$14K – 523
2018
Q1 		$14K Hold
1,000
– – ﹤0.01% 1079
2017
Q4 		$15K Hold
1,000
– – ﹤0.01% 1064
2017
Q3 		$15K Buy
1,000
+163
+19% +$2.48K 0.01% 846
2017
Q2 		$24 Buy
+837
New +$12.4K 0.01% 726

Other funds holding BKN

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's BKN Position: Q2 2018 in Review

IHT Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q2 2018, closing a stake of 1,000 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in BKN in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 56 funds tracked by Wall St. Rank hold BKN as of Q2 2018.

  • IHT Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,000 BlackRock Investment Quality Municipal Trust shares in Q2 2018, an estimated $14K.
  • IHT Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $15K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.