KA
BHK icon

Klingman & Associates’s BlackRock Core Bond Trust BHK Stock Holding History

Klingman & Associates’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Hold
0
– – – 114
2016
Q2 		– Hold
0
– – – 115
2016
Q1 		– Hold
0
– – – 115

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SIA
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KIM
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Bank of America
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Morgan Stanley
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
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NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return