MFW
BFK

Mosaic Family Wealth’s BlackRock Municipal Income Trust BFK Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-2,465
Closed -$33K – 212
2019
Q1 		$33K Hold
2,465
– – 0.01% 361
2018
Q4 		$30K Hold
2,465
– – 0.01% 368
2018
Q3 		$31K Hold
2,465
– – 0.01% 375
2018
Q2 		$32K Hold
2,465
– – 0.01% 367
2018
Q1 		$32K Hold
2,465
– – 0.01% 364
2017
Q4 		$35K Hold
2,465
– – 0.01% 374
2017
Q3 		$35K Hold
2,465
– – 0.01% 386
2017
Q2 		$35K Hold
2,465
– – 0.01% 367
2017
Q1 		$34K Hold
2,465
– – 0.01% 370
2016
Q4 		$34K Hold
2,465
– – 0.02% 364
2016
Q3 		$39K Hold
2,465
– – 0.02% 362
2016
Q2 		$39K Hold
2,465
– – 0.02% 356
2016
Q1 		$37K Hold
2,465
– – 0.02% 356
2015
Q4 		$36K Buy
+2,465
New +$35.3K 0.02% 365

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mosaic Family Wealth's BFK Position: Q2 2019 in Review

Mosaic Family Wealth sold out of BlackRock Municipal Income Trust (BFK) in Q2 2019, closing a stake of 2,465 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in BFK in Q4 2015 and held it in 14 quarters. The position peaked at $39K in Q3 2016. 55 funds tracked by Wall St. Rank hold BFK as of Q2 2019.

  • Mosaic Family Wealth reported no remaining BlackRock Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,465 BlackRock Municipal Income Trust shares in Q2 2019, an estimated $33K.
  • Mosaic Family Wealth first reported a position in BlackRock Municipal Income Trust in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's BlackRock Municipal Income Trust position peaked at $39K in Q3 2016.
  • 55 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.