PWPS
BFK

Pinnacle Wealth Planning Services’s BlackRock Municipal Income Trust BFK Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q4 		– Sell
-16,686
Closed -$247K – 432
2021
Q3 		$247K Buy
+16,686
New +$258K 0.05% 281

Other funds holding BFK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's BFK Position: Q4 2021 in Review

Pinnacle Wealth Planning Services sold out of BlackRock Municipal Income Trust (BFK) in Q4 2021, closing a stake of 16,686 shares — an estimated $247K sold.

Pinnacle Wealth Planning Services first reported a position in BFK in Q3 2021 and held it in 1 quarter. The position peaked at $247K in Q3 2021. 62 funds tracked by Wall St. Rank hold BFK as of Q4 2021.

  • Pinnacle Wealth Planning Services reported no remaining BlackRock Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 16,686 BlackRock Municipal Income Trust shares in Q4 2021, an estimated $247K.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Municipal Income Trust in Q3 2021 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BlackRock Municipal Income Trust position peaked at $247K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2021, filed 21 Jan 2022.