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

Realta Investment 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
2020
Q1 		– Sell
-5,120
Closed -$86K – 409
2019
Q4 		$86K Hold
5,120
– – 0.02% 540
2019
Q3 		$88K Hold
5,120
– – 0.02% 526
2019
Q2 		$87K Buy
+5,120
New +$84.4K 0.02% 536

Other funds holding BHV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
THWM
Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Realta Investment Advisors's BHV Position: Q1 2020 in Review

Realta Investment Advisors sold out of BlackRock Virginia Muni Bond Trust (BHV) in Q1 2020, closing a stake of 5,120 shares — an estimated $86K sold.

Realta Investment Advisors first reported a position in BHV in Q2 2019 and held it in 3 quarters. The position peaked at $88K in Q3 2019. 16 funds tracked by Wall St. Rank hold BHV as of Q1 2020.

  • Realta Investment Advisors reported no remaining BlackRock Virginia Muni Bond Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 5,120 BlackRock Virginia Muni Bond Trust shares in Q1 2020, an estimated $86K.
  • Realta Investment Advisors first reported a position in BlackRock Virginia Muni Bond Trust in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's BlackRock Virginia Muni Bond Trust position peaked at $88K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held BlackRock Virginia Muni Bond Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.