MPWT
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MassMutual Private Wealth & Trust’s BlackRock Core Bond Trust BHK Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-810
Closed -$11.4K – 996
2017
Q4 		$11.4K Buy
+810
New +$11.4K ﹤0.01% 596

Other funds holding BHK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MassMutual Private Wealth & Trust's BHK Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of BlackRock Core Bond Trust (BHK) in Q1 2018, closing a stake of 810 shares — an estimated $11.4K sold.

MassMutual Private Wealth & Trust first reported a position in BHK in Q4 2017 and held it in 1 quarter. The position peaked at $11.4K in Q4 2017. 94 funds tracked by Wall St. Rank hold BHK as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining BlackRock Core Bond Trust position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 810 BlackRock Core Bond Trust shares in Q1 2018, an estimated $11.4K.
  • MassMutual Private Wealth & Trust first reported a position in BlackRock Core Bond Trust in Q4 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's BlackRock Core Bond Trust position peaked at $11.4K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.