JWA
BFK

JFS Wealth Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

JFS Wealth Advisors’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
2017
Q3 		– Sell
-2,000
Closed -$28K – 443
2017
Q2 		$28K Buy
+2,000
New +$28.4K 0.01% 266

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

JFS Wealth Advisors's BFK Position: Q3 2017 in Review

JFS Wealth Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q3 2017, closing a stake of 2,000 shares — an estimated $28K sold.

JFS Wealth Advisors first reported a position in BFK in Q2 2017 and held it in 1 quarter. The position peaked at $28K in Q2 2017. 49 funds tracked by Wall St. Rank hold BFK as of Q3 2017.

  • JFS Wealth Advisors reported no remaining BlackRock Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,000 BlackRock Municipal Income Trust shares in Q3 2017, an estimated $28K.
  • JFS Wealth Advisors first reported a position in BlackRock Municipal Income Trust in Q2 2017 and held it in 1 quarter.
  • JFS Wealth Advisors's BlackRock Municipal Income Trust position peaked at $28K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.