LWA
BFK

Lenox Wealth Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Lenox Wealth Advisors’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
2021
Q3 		– Sell
-118
Closed -$2K – 717
2021
Q2 		$2K Buy
+118
New +$1.78K ﹤0.01% 631

Other funds holding BFK

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Lenox Wealth Advisors's BFK Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q3 2021, closing a stake of 118 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in BFK in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 63 funds tracked by Wall St. Rank hold BFK as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining BlackRock Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 118 BlackRock Municipal Income Trust shares in Q3 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in BlackRock Municipal Income Trust in Q2 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's BlackRock Municipal Income Trust position peaked at $2K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.