SIM
BKN

Sonora Investment Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Sonora Investment Management’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,070
Closed -$32K – 1668
2019
Q3 		$32K Hold
2,070
– – ﹤0.01% 653
2019
Q2 		$31K Buy
+2,070
New +$30.2K ﹤0.01% 675

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AAM
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Invesco
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Sonora Investment Management's BKN Position: Q4 2019 in Review

Sonora Investment Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q4 2019, closing a stake of 2,070 shares — an estimated $32K sold.

Sonora Investment Management first reported a position in BKN in Q2 2019 and held it in 2 quarters. The position peaked at $32K in Q3 2019. 48 funds tracked by Wall St. Rank hold BKN as of Q4 2019.

  • Sonora Investment Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 2,070 BlackRock Investment Quality Municipal Trust shares in Q4 2019, an estimated $32K.
  • Sonora Investment Management first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2019 and held it in 2 quarters.
  • Sonora Investment Management's BlackRock Investment Quality Municipal Trust position peaked at $32K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.