Legacy Wealth Planning’s BlackRock Municipal Income Trust BFK Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$121K	Hold	12,703	–	–	0.2%	81
2022 Q2	$136K	Hold	12,703	–	–	0.2%	89
2022 Q1	$155K	Hold	12,703	–	–	0.18%	99
2021 Q4	$197K	Hold	12,703	–	–	0.22%	95
2021 Q3	$188K	Hold	12,703	–	–	0.21%	95
2021 Q2	$196K	Hold	12,703	–	–	0.22%	97
2021 Q1	$191K	Hold	12,703	–	–	0.24%	94
2020 Q4	$197K	Hold	12,703	–	–	0.25%	80
2020 Q3	$174K	Buy	+12,703	New	+$180K	0.2%	74

Other funds holding BFK

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legacy Wealth Planning's BFK Position: Q3 2022 in Review

Legacy Wealth Planning held its BlackRock Municipal Income Trust (BFK) position steady in Q3 2022 at 12,703 shares worth $121K. The position accounts for 0.2% of the portfolio, ranked #81.

Legacy Wealth Planning first reported a position in BFK in Q3 2020 and has held it in 9 quarters since. The position peaked at $197K in Q4 2021. 84 funds tracked by Wall St. Rank hold BFK as of Q3 2022.

Legacy Wealth Planning held 12,703 shares of BlackRock Municipal Income Trust worth $121K as of Q3 2022.
Legacy Wealth Planning left its BlackRock Municipal Income Trust share count unchanged in Q3 2022.
BlackRock Municipal Income Trust made up 0.2% of Legacy Wealth Planning's portfolio in Q3 2022, its #81 holding.
Legacy Wealth Planning first reported a position in BlackRock Municipal Income Trust in Q3 2020 and has held it in 9 quarters since.
Legacy Wealth Planning's BlackRock Municipal Income Trust position peaked at $197K in Q4 2021.
84 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.