Laird Norton Wetherby Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Laird Norton Wetherby Wealth Management’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
2023 Q4	–	Sell	-11,153	Closed	-$98.9K	–	928
2023 Q3	$98.9K	Sell	11,153 -575	-5%	-$5.58K	0.01%	871
2023 Q2	$117K	Buy	11,728 +738	+7%	+$7.32K	0.01%	912
2023 Q1	$112K	Sell	10,990 -26	-0.2%	-$266	0.01%	881
2022 Q4	$111K	Buy	+11,016	New	+$107K	0.01%	852

Other funds holding BFK

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's BFK Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q4 2023, closing a stake of 11,153 shares — an estimated $98.9K sold.

Laird Norton Wetherby Wealth Management first reported a position in BFK in Q4 2022 and held it in 4 quarters. The position peaked at $117K in Q2 2023. 94 funds tracked by Wall St. Rank hold BFK as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,153 BlackRock Municipal Income Trust shares in Q4 2023, an estimated $98.9K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2022 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's BlackRock Municipal Income Trust position peaked at $117K in Q2 2023.
94 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.