SFPM
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Sensible Financial Planning & Management’s BlackRock Core Bond Trust BHK Stock Holding History

Sensible Financial Planning & Management’s Portfolio BHK Stock Details BHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,693
Closed -$170K – 36
2019
Q4 		$170K Buy
+11,693
New +$169K 0.07% 40

Other funds holding BHK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sensible Financial Planning & Management's BHK Position: Q1 2020 in Review

Sensible Financial Planning & Management sold out of BlackRock Core Bond Trust (BHK) in Q1 2020, closing a stake of 11,693 shares — an estimated $170K sold.

Sensible Financial Planning & Management first reported a position in BHK in Q4 2019 and held it in 1 quarter. The position peaked at $170K in Q4 2019. 100 funds tracked by Wall St. Rank hold BHK as of Q1 2020.

  • Sensible Financial Planning & Management reported no remaining BlackRock Core Bond Trust position as of Q1 2020 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 11,693 BlackRock Core Bond Trust shares in Q1 2020, an estimated $170K.
  • Sensible Financial Planning & Management first reported a position in BlackRock Core Bond Trust in Q4 2019 and held it in 1 quarter.
  • Sensible Financial Planning & Management's BlackRock Core Bond Trust position peaked at $170K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2020.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2020, filed 7 May 2020.