IAA
BKN

Independent Advisor Alliance’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-24,830
Closed -$387K – 458
2019
Q4 		$387K Buy
+24,830
New +$384K 0.02% 602

Other funds holding BKN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's BKN Position: Q1 2020 in Review

Independent Advisor Alliance sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2020, closing a stake of 24,830 shares — an estimated $387K sold.

Independent Advisor Alliance first reported a position in BKN in Q4 2019 and held it in 1 quarter. The position peaked at $387K in Q4 2019. 49 funds tracked by Wall St. Rank hold BKN as of Q1 2020.

  • Independent Advisor Alliance reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 24,830 BlackRock Investment Quality Municipal Trust shares in Q1 2020, an estimated $387K.
  • Independent Advisor Alliance first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's BlackRock Investment Quality Municipal Trust position peaked at $387K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.