NFG
BPK

Next Financial Group’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Next Financial Group’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
2016
Q4 		– Sell
-2,500
Closed -$37.7K – 2538
2016
Q3 		$38K Hold
2,500
– – 0.01% 1076
2016
Q2 		$38K Hold
2,500
– – 0.01% 745
2016
Q1 		$38K Hold
2,500
– – 0.01% 715
2015
Q4 		$38K Hold
2,500
– – 0.01% 715
2015
Q3 		$38K Buy
+2,500
New +$38.5K 0.01% 726

Other funds holding BPK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Next Financial Group's BPK Position: Q4 2016 in Review

Next Financial Group sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2016, closing a stake of 2,500 shares — an estimated $37.7K sold.

Next Financial Group first reported a position in BPK in Q3 2015 and held it in 5 quarters. The position peaked at $38K in Q3 2016. 38 funds tracked by Wall St. Rank hold BPK as of Q4 2016.

  • Next Financial Group reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 2,500 Blackrock Muni 2018 Term Tr shares in Q4 2016, an estimated $37.7K.
  • Next Financial Group first reported a position in Blackrock Muni 2018 Term Tr in Q3 2015 and held it in 5 quarters.
  • Next Financial Group's Blackrock Muni 2018 Term Tr position peaked at $38K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.