MWM
BFK

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

Modern 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
2024
Q3 		– Sell
-30,000
Closed -$306K – 441
2024
Q2 		$306K Buy
+30,000
New +$302K 0.02% 306

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Modern Wealth Management's BFK Position: Q3 2024 in Review

Modern Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q3 2024, closing a stake of 30,000 shares — an estimated $306K sold.

Modern Wealth Management first reported a position in BFK in Q2 2024 and held it in 1 quarter. The position peaked at $306K in Q2 2024. 84 funds tracked by Wall St. Rank hold BFK as of Q3 2024.

  • Modern Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 30,000 BlackRock Municipal Income Trust shares in Q3 2024, an estimated $306K.
  • Modern Wealth Management first reported a position in BlackRock Municipal Income Trust in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's BlackRock Municipal Income Trust position peaked at $306K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.