Mutual Advisors’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Mutual Advisors’s Portfolio BPK Stock Details BPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-37,000	Closed	-$557K	–	506
2018 Q3	$557K	Hold	37,000	–	–	0.08%	268
2018 Q2	$555K	Sell	37,000 -24,300	-40%	-$364K	0.13%	224
2018 Q1	$915K	Buy	+61,300	New	+$913K	0.23%	143

Other funds holding BPK

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mutual Advisors's BPK Position: Q4 2018 in Review

Mutual Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 37,000 shares — an estimated $557K sold.

Mutual Advisors first reported a position in BPK in Q1 2018 and held it in 3 quarters. The position peaked at $915K in Q1 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

Mutual Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
Mutual Advisors sold 37,000 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $557K.
Mutual Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q1 2018 and held it in 3 quarters.
Mutual Advisors's Blackrock Muni 2018 Term Tr position peaked at $915K in Q1 2018.
5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.