RIA
BBK

Regal Investment Advisors’s Blackrock Municipal Bond Trust BBK Stock Holding History

Regal Investment Advisors’s Portfolio BBK Stock Details BBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-800
Closed -$12K – 1088
2015
Q3 		$12K Buy
+800
New +$12.2K ﹤0.01% 662

Other funds holding BBK

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regal Investment Advisors's BBK Position: Q4 2015 in Review

Regal Investment Advisors sold out of Blackrock Municipal Bond Trust (BBK) in Q4 2015, closing a stake of 800 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in BBK in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 32 funds tracked by Wall St. Rank hold BBK as of Q4 2015.

  • Regal Investment Advisors reported no remaining Blackrock Municipal Bond Trust position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 800 Blackrock Municipal Bond Trust shares in Q4 2015, an estimated $12K.
  • Regal Investment Advisors first reported a position in Blackrock Municipal Bond Trust in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Blackrock Municipal Bond Trust position peaked at $12K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held Blackrock Municipal Bond Trust as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.