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Mariner Independent Advisor Network’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Mariner Independent Advisor Network’s Portfolio BBN Stock Details BBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,418
Closed -$537K – 162
2016
Q3 		$537K Hold
22,418
– – 0.08% 130
2016
Q2 		$547K Buy
22,418
+7,278
+48% +$170K 0.1% 117
2016
Q1 		$346K Buy
+15,140
New +$338K 0.11% 101

Other funds holding BBN

AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's BBN Position: Q4 2016 in Review

Mariner Independent Advisor Network sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q4 2016, closing a stake of 22,418 shares — an estimated $537K sold.

Mariner Independent Advisor Network first reported a position in BBN in Q1 2016 and held it in 3 quarters. The position peaked at $547K in Q2 2016. 92 funds tracked by Wall St. Rank hold BBN as of Q4 2016.

  • Mariner Independent Advisor Network reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q4 2016 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 22,418 BlackRock Taxable Municipal Bond Trust shares in Q4 2016, an estimated $537K.
  • Mariner Independent Advisor Network first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2016 and held it in 3 quarters.
  • Mariner Independent Advisor Network's BlackRock Taxable Municipal Bond Trust position peaked at $547K in Q2 2016.
  • 92 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q4 2016.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2016, filed 15 Feb 2017.