JWA
BLE

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

JFS Wealth Advisors’s Portfolio BLE Stock Details BLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,000
Closed -$46K – 445
2017
Q2 		$46K Buy
+3,000
New +$45.4K 0.01% 226

Other funds holding BLE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCG
Ceeto Capital Group Coral Gables, Florida $326M AUM 24.81% 1-Year Est. Return

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

JFS Wealth Advisors sold out of BlackRock Municipal Income Trust II (BLE) in Q3 2017, closing a stake of 3,000 shares — an estimated $46K sold.

JFS Wealth Advisors first reported a position in BLE in Q2 2017 and held it in 1 quarter. The position peaked at $46K in Q2 2017. 36 funds tracked by Wall St. Rank hold BLE as of Q3 2017.

  • JFS Wealth Advisors reported no remaining BlackRock Municipal Income Trust II position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 3,000 BlackRock Municipal Income Trust II shares in Q3 2017, an estimated $46K.
  • JFS Wealth Advisors first reported a position in BlackRock Municipal Income Trust II in Q2 2017 and held it in 1 quarter.
  • JFS Wealth Advisors's BlackRock Municipal Income Trust II position peaked at $46K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust II as of Q3 2017.

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