IWC
BFK

Integrated Wealth Concepts’s BlackRock Municipal Income Trust BFK Stock Holding History

Integrated Wealth Concepts’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
-10,563
Closed -$142K – 391
2019
Q1 		$142K Hold
10,563
– – 0.02% 322
2018
Q4 		$129K Buy
+10,563
New +$130K 0.04% 258

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

Integrated Wealth Concepts's BFK Position: Q2 2019 in Review

Integrated Wealth Concepts sold out of BlackRock Municipal Income Trust (BFK) in Q2 2019, closing a stake of 10,563 shares — an estimated $142K sold.

Integrated Wealth Concepts first reported a position in BFK in Q4 2018 and held it in 2 quarters. The position peaked at $142K in Q1 2019. 56 funds tracked by Wall St. Rank hold BFK as of Q2 2019.

  • Integrated Wealth Concepts reported no remaining BlackRock Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,563 BlackRock Municipal Income Trust shares in Q2 2019, an estimated $142K.
  • Integrated Wealth Concepts first reported a position in BlackRock Municipal Income Trust in Q4 2018 and held it in 2 quarters.
  • Integrated Wealth Concepts's BlackRock Municipal Income Trust position peaked at $142K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2019.

Based on Integrated Wealth Concepts's 13F filing for Q2 2019, filed 15 Aug 2019.