PCP
BPK

Proficio Capital Partners’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-2,655
Closed -$40K – 1334
2018
Q2 		$40K Hold
2,655
– – 0.02% 416
2018
Q1 		$40K Hold
2,655
– – 0.01% 410
2017
Q4 		$39K Hold
2,655
– – 0.01% 406
2017
Q3 		$40K Hold
2,655
– – 0.02% 435
2017
Q2 		$40K Hold
2,655
– – 0.02% 440
2017
Q1 		$40K Buy
+2,655
New +$40K 0.02% 439

Other funds holding BPK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Proficio Capital Partners's BPK Position: Q3 2018 in Review

Proficio Capital Partners sold out of Blackrock Muni 2018 Term Tr (BPK) in Q3 2018, closing a stake of 2,655 shares — an estimated $40K sold.

Proficio Capital Partners first reported a position in BPK in Q1 2017 and held it in 6 quarters. The position peaked at $40K in Q2 2018. 41 funds tracked by Wall St. Rank hold BPK as of Q3 2018.

  • Proficio Capital Partners reported no remaining Blackrock Muni 2018 Term Tr position as of Q3 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 2,655 Blackrock Muni 2018 Term Tr shares in Q3 2018, an estimated $40K.
  • Proficio Capital Partners first reported a position in Blackrock Muni 2018 Term Tr in Q1 2017 and held it in 6 quarters.
  • Proficio Capital Partners's Blackrock Muni 2018 Term Tr position peaked at $40K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q3 2018.

Based on Proficio Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.