SQA
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Simon Quick Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Simon Quick Advisors’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
2019
Q2 		– Sell
-2,010
Closed -$27K – 483
2019
Q1 		$27K Buy
+2,010
New +$26.1K 0.01% 266

Other funds holding BHK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Simon Quick Advisors's BHK Position: Q2 2019 in Review

Simon Quick Advisors sold out of BlackRock Core Bond Trust (BHK) in Q2 2019, closing a stake of 2,010 shares — an estimated $27K sold.

Simon Quick Advisors first reported a position in BHK in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 90 funds tracked by Wall St. Rank hold BHK as of Q2 2019.

  • Simon Quick Advisors reported no remaining BlackRock Core Bond Trust position as of Q2 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 2,010 BlackRock Core Bond Trust shares in Q2 2019, an estimated $27K.
  • Simon Quick Advisors first reported a position in BlackRock Core Bond Trust in Q1 2019 and held it in 1 quarter.
  • Simon Quick Advisors's BlackRock Core Bond Trust position peaked at $27K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2019.

Based on Simon Quick Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.