PSUF
BKN

People's United Financial’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

People's United Financial’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,289
Closed -$34K – 571
2017
Q2 		$34K Hold
2,289
– – ﹤0.01% 780
2017
Q1 		$33K Hold
2,289
– – ﹤0.01% 770
2016
Q4 		$34K Hold
2,289
– – ﹤0.01% 742
2016
Q3 		$39K Hold
2,289
– – ﹤0.01% 599
2016
Q2 		$41K Hold
2,289
– – ﹤0.01% 581
2016
Q1 		$38K Hold
2,289
– – ﹤0.01% 598
2015
Q4 		$35K Hold
2,289
– – ﹤0.01% 615
2015
Q3 		$34K Hold
2,289
– – ﹤0.01% 599
2015
Q2 		$33K Hold
2,289
– – ﹤0.01% 596
2015
Q1 		$37K Hold
2,289
– – ﹤0.01% 584
2014
Q4 		$38K Hold
2,289
– – ﹤0.01% 577
2014
Q3 		$35K Hold
2,289
– – ﹤0.01% 585
2014
Q2 		$35K Hold
2,289
– – ﹤0.01% 586
2014
Q1 		$33K Hold
2,289
– – ﹤0.01% 569
2013
Q4 		$33K Hold
2,289
– – ﹤0.01% 567
2013
Q3 		$31K Hold
2,289
– – ﹤0.01% 567
2013
Q2 		$34K Buy
+2,289
New +$35.8K ﹤0.01% 525

Other funds holding BKN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

People's United Financial's BKN Position: Q3 2017 in Review

People's United Financial sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2017, closing a stake of 2,289 shares — an estimated $34K sold.

People's United Financial first reported a position in BKN in Q2 2013 and held it in 17 quarters. The position peaked at $41K in Q2 2016. 43 funds tracked by Wall St. Rank hold BKN as of Q3 2017.

  • People's United Financial reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 2,289 BlackRock Investment Quality Municipal Trust shares in Q3 2017, an estimated $34K.
  • People's United Financial first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2013 and held it in 17 quarters.
  • People's United Financial's BlackRock Investment Quality Municipal Trust position peaked at $41K in Q2 2016.
  • 43 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.