OBWP
BFK

O'Brien Wealth Partners’s BlackRock Municipal Income Trust BFK Stock Holding History

O'Brien Wealth Partners’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
2018
Q2 		– Sell
-1,750
Closed -$23K – 106
2018
Q1 		$23K Buy
+1,750
New +$23.5K 0.02% 85

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Brien Wealth Partners's BFK Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of BlackRock Municipal Income Trust (BFK) in Q2 2018, closing a stake of 1,750 shares — an estimated $23K sold.

O'Brien Wealth Partners first reported a position in BFK in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 63 funds tracked by Wall St. Rank hold BFK as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining BlackRock Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,750 BlackRock Municipal Income Trust shares in Q2 2018, an estimated $23K.
  • O'Brien Wealth Partners first reported a position in BlackRock Municipal Income Trust in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's BlackRock Municipal Income Trust position peaked at $23K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.