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Laurel Wealth Advisors (California)’s BlackRock Core Bond Trust BHK Stock Holding History

Laurel Wealth Advisors (California)’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
2018
Q4 		– Sell
-10,199
Closed -$130K – 362
2018
Q3 		$130K Buy
10,199
+7
+0.1% +$90 0.03% 389
2018
Q2 		$130K Buy
10,192
+7
+0.1% +$90 0.03% 372
2018
Q1 		$133K Buy
+10,185
New +$136K 0.04% 342

Other funds holding BHK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BHK Position: Q4 2018 in Review

Laurel Wealth Advisors (California) sold out of BlackRock Core Bond Trust (BHK) in Q4 2018, closing a stake of 10,199 shares — an estimated $130K sold.

Laurel Wealth Advisors (California) first reported a position in BHK in Q1 2018 and held it in 3 quarters. The position peaked at $133K in Q1 2018. 96 funds tracked by Wall St. Rank hold BHK as of Q4 2018.

  • Laurel Wealth Advisors (California) reported no remaining BlackRock Core Bond Trust position as of Q4 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 10,199 BlackRock Core Bond Trust shares in Q4 2018, an estimated $130K.
  • Laurel Wealth Advisors (California) first reported a position in BlackRock Core Bond Trust in Q1 2018 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s BlackRock Core Bond Trust position peaked at $133K in Q1 2018.
  • 96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2018, filed 13 Feb 2019.