RIA
BFK

Regal Investment Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-3,900
Closed -$54K – 324
2015
Q3 		$54K Buy
+3,900
New +$53.7K 0.01% 419
2014
Q3 		– Sell
-1,500
Closed -$21K – 938
2014
Q2 		$21K Buy
+1,500
New +$20.4K 0.01% 534

Other funds holding BFK

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

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

Regal Investment Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q4 2015, closing a stake of 3,900 shares — an estimated $54K sold.

Regal Investment Advisors first reported a position in BFK in Q2 2014 and held it in 2 quarters. The position peaked at $54K in Q3 2015. 51 funds tracked by Wall St. Rank hold BFK as of Q4 2015.

  • Regal Investment Advisors reported no remaining BlackRock Municipal Income Trust position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 3,900 BlackRock Municipal Income Trust shares in Q4 2015, an estimated $54K.
  • Regal Investment Advisors first reported a position in BlackRock Municipal Income Trust in Q2 2014 and held it in 2 quarters.
  • Regal Investment Advisors's BlackRock Municipal Income Trust position peaked at $54K in Q3 2015.
  • 51 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2015.

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