IAS
BFK

IMA Advisory Services’s BlackRock Municipal Income Trust BFK Stock Holding History

IMA Advisory Services’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
2013
Q4 		– Sell
-11,560
Closed -$150K – 160
2013
Q3 		$150K Buy
+11,560
New +$147K 0.07% 157

Other funds holding BFK

U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IMA Advisory Services's BFK Position: Q4 2013 in Review

IMA Advisory Services sold out of BlackRock Municipal Income Trust (BFK) in Q4 2013, closing a stake of 11,560 shares — an estimated $150K sold.

IMA Advisory Services first reported a position in BFK in Q3 2013 and held it in 1 quarter. The position peaked at $150K in Q3 2013. 37 funds tracked by Wall St. Rank hold BFK as of Q4 2013.

  • IMA Advisory Services reported no remaining BlackRock Municipal Income Trust position as of Q4 2013 after selling out during the quarter.
  • IMA Advisory Services sold 11,560 BlackRock Municipal Income Trust shares in Q4 2013, an estimated $150K.
  • IMA Advisory Services first reported a position in BlackRock Municipal Income Trust in Q3 2013 and held it in 1 quarter.
  • IMA Advisory Services's BlackRock Municipal Income Trust position peaked at $150K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2013.

Based on IMA Advisory Services's 13F filing for Q4 2013, filed 30 Jan 2014.