MWM
BFK

Mascoma Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-961
Closed -$12K – 603
2022
Q1 		$12K Hold
961
– – ﹤0.01% 414
2021
Q4 		$15K Hold
961
– – 0.01% 362
2021
Q3 		$14K Buy
+961
New +$14.9K 0.01% 318

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mascoma Wealth Management's BFK Position: Q2 2022 in Review

Mascoma Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q2 2022, closing a stake of 961 shares — an estimated $12K sold.

Mascoma Wealth Management first reported a position in BFK in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 81 funds tracked by Wall St. Rank hold BFK as of Q2 2022.

  • Mascoma Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 961 BlackRock Municipal Income Trust shares in Q2 2022, an estimated $12K.
  • Mascoma Wealth Management first reported a position in BlackRock Municipal Income Trust in Q3 2021 and held it in 3 quarters.
  • Mascoma Wealth Management's BlackRock Municipal Income Trust position peaked at $15K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.