NWM
BFK

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

NEIRG 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
2022
Q1 		– Sell
-16,000
Closed -$249K – 143
2021
Q4 		$249K Buy
+16,000
New +$240K 0.05% 109

Other funds holding BFK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

NEIRG Wealth Management's BFK Position: Q1 2022 in Review

NEIRG Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2022, closing a stake of 16,000 shares — an estimated $249K sold.

NEIRG Wealth Management first reported a position in BFK in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 76 funds tracked by Wall St. Rank hold BFK as of Q1 2022.

  • NEIRG Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 16,000 BlackRock Municipal Income Trust shares in Q1 2022, an estimated $249K.
  • NEIRG Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • NEIRG Wealth Management's BlackRock Municipal Income Trust position peaked at $249K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2022.

Based on NEIRG Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.