PFA
BPK

Paradigm Financial Advisors’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Paradigm Financial 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
2018
Q4 		– Sell
-10,000
Closed -$150K – 140
2018
Q3 		$150K Hold
10,000
– – 0.06% 122
2018
Q2 		$150K Hold
10,000
– – 0.06% 112
2018
Q1 		$149K Hold
10,000
– – 0.07% 117
2017
Q4 		$147K Hold
10,000
– – 0.07% 107
2017
Q3 		$150K Buy
+10,000
New +$150K 0.07% 108

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Paradigm Financial Advisors's BPK Position: Q4 2018 in Review

Paradigm Financial Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 10,000 shares — an estimated $150K sold.

Paradigm Financial Advisors first reported a position in BPK in Q3 2017 and held it in 5 quarters. The position peaked at $150K in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Paradigm Financial Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Paradigm Financial Advisors sold 10,000 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $150K.
  • Paradigm Financial Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q3 2017 and held it in 5 quarters.
  • Paradigm Financial Advisors's Blackrock Muni 2018 Term Tr position peaked at $150K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Paradigm Financial Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.