LWMM
BKN

Legacy Wealth Management (Mississippi)’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,500
Closed -$195K – 96
2019
Q4 		$195K Buy
+12,500
New +$193K 0.17% 102

Other funds holding BKN

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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s BKN Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2020, closing a stake of 12,500 shares — an estimated $195K sold.

Legacy Wealth Management (Mississippi) first reported a position in BKN in Q4 2019 and held it in 1 quarter. The position peaked at $195K in Q4 2019. 49 funds tracked by Wall St. Rank hold BKN as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 12,500 BlackRock Investment Quality Municipal Trust shares in Q1 2020, an estimated $195K.
  • Legacy Wealth Management (Mississippi) first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s BlackRock Investment Quality Municipal Trust position peaked at $195K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.