McGowan Group Asset Management’s BlackRock Core Bond Trust BHK Stock Holding History

McGowan Group Asset Management’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
2020 Q3	–	Sell	-51,378	Closed	-$790K	–	90
2020 Q2	$790K	Buy	+51,378	New	+$759K	0.15%	47

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

McGowan Group Asset Management's BHK Position: Q3 2020 in Review

McGowan Group Asset Management sold out of BlackRock Core Bond Trust (BHK) in Q3 2020, closing a stake of 51,378 shares — an estimated $790K sold.

McGowan Group Asset Management first reported a position in BHK in Q2 2020 and held it in 1 quarter. The position peaked at $790K in Q2 2020. 102 funds tracked by Wall St. Rank hold BHK as of Q3 2020.

McGowan Group Asset Management reported no remaining BlackRock Core Bond Trust position as of Q3 2020 after selling out during the quarter.
McGowan Group Asset Management sold 51,378 BlackRock Core Bond Trust shares in Q3 2020, an estimated $790K.
McGowan Group Asset Management first reported a position in BlackRock Core Bond Trust in Q2 2020 and held it in 1 quarter.
McGowan Group Asset Management's BlackRock Core Bond Trust position peaked at $790K in Q2 2020.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2020.

Based on McGowan Group Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.