MWM
BFK

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

Merriman 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
2019
Q1 		– Sell
-16,000
Closed -$201K – 206
2018
Q4 		$201K Buy
+16,000
New +$197K 0.04% 151

Other funds holding BFK

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Merriman Wealth Management's BFK Position: Q1 2019 in Review

Merriman Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2019, closing a stake of 16,000 shares — an estimated $201K sold.

Merriman Wealth Management first reported a position in BFK in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 59 funds tracked by Wall St. Rank hold BFK as of Q1 2019.

  • Merriman Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 16,000 BlackRock Municipal Income Trust shares in Q1 2019, an estimated $201K.
  • Merriman Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's BlackRock Municipal Income Trust position peaked at $201K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.