NWM
BKN

Northwest Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Northwest Wealth Management’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
2018
Q2 		– Sell
-3,868
Closed -$53K – 513
2018
Q1 		$53K Buy
+3,868
New +$54.3K 0.04% 208

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KIM
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's BKN Position: Q2 2018 in Review

Northwest Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q2 2018, closing a stake of 3,868 shares — an estimated $53K sold.

Northwest Wealth Management first reported a position in BKN in Q1 2018 and held it in 1 quarter. The position peaked at $53K in Q1 2018. 56 funds tracked by Wall St. Rank hold BKN as of Q2 2018.

  • Northwest Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q2 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 3,868 BlackRock Investment Quality Municipal Trust shares in Q2 2018, an estimated $53K.
  • Northwest Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2018 and held it in 1 quarter.
  • Northwest Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $53K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q2 2018.

Based on Northwest Wealth Management's 13F filing for Q2 2018, filed 10 Jul 2018.