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Parallel Advisors’s BlackRock Virginia Muni Bond Trust BHV Stock Holding History

Parallel Advisors’s Portfolio BHV Stock Details BHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-294
Closed -$5K – 2405
2019
Q3 		$5K Buy
294
+2
+0.7% +$33 ﹤0.01% 1898
2019
Q2 		$5K Buy
292
+2
+0.7% +$33 ﹤0.01% 1803
2019
Q1 		$5K Buy
+290
New +$4.58K ﹤0.01% 1764

Other funds holding BHV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
THWM
Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallel Advisors's BHV Position: Q4 2019 in Review

Parallel Advisors sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q4 2019, closing a stake of 294 shares — an estimated $5K sold.

Parallel Advisors first reported a position in BHV in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 17 funds tracked by Wall St. Rank hold BHV as of Q4 2019.

  • Parallel Advisors reported no remaining BlackRock Virginia Muni Bond Trust position as of Q4 2019 after selling out during the quarter.
  • Parallel Advisors sold 294 BlackRock Virginia Muni Bond Trust shares in Q4 2019, an estimated $5K.
  • Parallel Advisors first reported a position in BlackRock Virginia Muni Bond Trust in Q1 2019 and held it in 3 quarters.
  • Parallel Advisors's BlackRock Virginia Muni Bond Trust position peaked at $5K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q4 2019.

Based on Parallel Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.