OIA
BPK

Optimum Investment Advisors’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$36K Hold
2,258
– – 0.01% 574
2014
Q4 		$36K Hold
2,258
– – 0.01% 585
2014
Q3 		$36K Hold
2,258
– – 0.01% 536
2014
Q2 		$36K Hold
2,258
– – 0.01% 551
2014
Q1 		$37K Hold
2,258
– – 0.01% 437
2013
Q4 		$36K Hold
2,258
– – 0.01% 443
2013
Q3 		$36K Buy
+2,258
New +$36.1K 0.01% 414

Other funds holding BPK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Optimum Investment Advisors's BPK Position: Q1 2015 in Review

Optimum Investment Advisors held its Blackrock Muni 2018 Term Tr (BPK) position steady in Q1 2015 at 2,258 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #574.

Optimum Investment Advisors first reported a position in BPK in Q3 2013 and has held it in 7 quarters since. The position peaked at $37K in Q1 2014. 26 funds tracked by Wall St. Rank hold BPK as of Q1 2015.

  • Optimum Investment Advisors held 2,258 shares of Blackrock Muni 2018 Term Tr worth $36K as of Q1 2015.
  • Optimum Investment Advisors left its Blackrock Muni 2018 Term Tr share count unchanged in Q1 2015.
  • Blackrock Muni 2018 Term Tr made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #574 holding.
  • Optimum Investment Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Blackrock Muni 2018 Term Tr position peaked at $37K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.