JWA
BKN

JFS Wealth Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

JFS Wealth Advisors’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
2017
Q3 		– Sell
-2,250
Closed -$33K – 444
2017
Q2 		$33K Buy
+2,250
New +$33.2K 0.01% 256

Other funds holding BKN

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

JFS Wealth Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2017, closing a stake of 2,250 shares — an estimated $33K sold.

JFS Wealth Advisors first reported a position in BKN in Q2 2017 and held it in 1 quarter. The position peaked at $33K in Q2 2017. 43 funds tracked by Wall St. Rank hold BKN as of Q3 2017.

  • JFS Wealth Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,250 BlackRock Investment Quality Municipal Trust shares in Q3 2017, an estimated $33K.
  • JFS Wealth Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2017 and held it in 1 quarter.
  • JFS Wealth Advisors's BlackRock Investment Quality Municipal Trust position peaked at $33K in Q2 2017.
  • 43 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2017.

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