Kavar Capital Partners Group’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Kavar Capital Partners Group’s Portfolio BPK Stock Details BPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-514	Closed	-$8K	–	445
2018 Q2	$8K	Hold	514	–	–	﹤0.01%	340
2018 Q1	$8K	Buy	+514	New	+$7.66K	﹤0.01%	341
2016 Q1	–	Sell	-514	Closed	-$7K	–	466
2015 Q4	$7K	Hold	514	–	–	﹤0.01%	285
2015 Q3	$7K	Hold	514	–	–	﹤0.01%	297
2015 Q2	$7K	Buy	+514	New	+$8K	﹤0.01%	318

Other funds holding BPK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WIC

Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Kavar Capital Partners Group's BPK Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2018, closing a stake of 514 shares — an estimated $8K sold.

Kavar Capital Partners Group first reported a position in BPK in Q2 2015 and held it in 5 quarters. The position peaked at $8K in Q2 2018. 41 funds tracked by Wall St. Rank hold BPK as of Q3 2018.

Kavar Capital Partners Group reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 514 Blackrock Muni 2018 Term Tr shares in Q3 2018, an estimated $8K.
Kavar Capital Partners Group first reported a position in Blackrock Muni 2018 Term Tr in Q2 2015 and held it in 5 quarters.
Kavar Capital Partners Group's Blackrock Muni 2018 Term Tr position peaked at $8K in Q2 2018.
41 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.