Northwestern Mutual Wealth Management’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	–	Sell	-871	Closed	-$14K	–	2354
2015 Q4	$14K	Hold	871	–	–	﹤0.01%	1109
2015 Q3	$13K	Hold	871	–	–	﹤0.01%	1039
2015 Q2	$13K	Hold	871	–	–	﹤0.01%	956
2015 Q1	$14K	Hold	871	–	–	﹤0.01%	962
2014 Q4	$14K	Hold	871	–	–	﹤0.01%	987
2014 Q3	$14K	Hold	871	–	–	﹤0.01%	878
2014 Q2	$14K	Hold	871	–	–	﹤0.01%	840
2014 Q1	$14K	Hold	871	–	–	﹤0.01%	825
2013 Q4	$14K	Hold	871	–	–	﹤0.01%	857
2013 Q3	$14K	Hold	871	–	–	﹤0.01%	810
2013 Q2	$14K	Buy	+871	New	+$14.3K	﹤0.01%	791

Other funds holding BPK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Northwestern Mutual Wealth Management's BPK Position: Q1 2016 in Review

Northwestern Mutual Wealth Management sold out of Blackrock Muni 2018 Term Tr (BPK) in Q1 2016, closing a stake of 871 shares — an estimated $14K sold.

Northwestern Mutual Wealth Management first reported a position in BPK in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q4 2015. 35 funds tracked by Wall St. Rank hold BPK as of Q1 2016.

Northwestern Mutual Wealth Management reported no remaining Blackrock Muni 2018 Term Tr position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 871 Blackrock Muni 2018 Term Tr shares in Q1 2016, an estimated $14K.
Northwestern Mutual Wealth Management first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 11 quarters.
Northwestern Mutual Wealth Management's Blackrock Muni 2018 Term Tr position peaked at $14K in Q4 2015.
35 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.