MFT
BKN

Moisand Fitzgerald Tamayo’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,200
Closed -$36K – 69
2016
Q1 		$36K Hold
2,200
– – 0.03% 103
2015
Q4 		$34K Buy
+2,200
New +$33.2K 0.03% 104

Other funds holding BKN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BKN Position: Q2 2016 in Review

Moisand Fitzgerald Tamayo sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q2 2016, closing a stake of 2,200 shares — an estimated $36K sold.

Moisand Fitzgerald Tamayo first reported a position in BKN in Q4 2015 and held it in 2 quarters. The position peaked at $36K in Q1 2016. 36 funds tracked by Wall St. Rank hold BKN as of Q2 2016.

  • Moisand Fitzgerald Tamayo reported no remaining BlackRock Investment Quality Municipal Trust position as of Q2 2016 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 2,200 BlackRock Investment Quality Municipal Trust shares in Q2 2016, an estimated $36K.
  • Moisand Fitzgerald Tamayo first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2015 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's BlackRock Investment Quality Municipal Trust position peaked at $36K in Q1 2016.
  • 36 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q2 2016.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2016, filed 3 Aug 2016.