Sound View Wealth Advisors Group’s BlackRock Municipal Income Trust BFK Stock Holding History

Sound View Wealth Advisors Group’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
2022 Q4	–	Sell	-10,524	Closed	-$100K	–	386
2022 Q3	$100K	Hold	10,524	–	–	0.02%	265
2022 Q2	$113K	Hold	10,524	–	–	0.02%	278
2022 Q1	$128K	Hold	10,524	–	–	0.02%	284
2021 Q4	$164K	Hold	10,524	–	–	0.03%	287
2021 Q3	$156K	Hold	10,524	–	–	0.03%	280
2021 Q2	$162K	Hold	10,524	–	–	0.03%	282
2021 Q1	$158K	Sell	10,524 -1,276	-11%	-$19.1K	0.04%	264
2020 Q4	$183K	Sell	11,800 -3,200	-21%	-$46.1K	0.04%	251
2020 Q3	$206K	Hold	15,000	–	–	0.05%	234
2020 Q2	$199K	Hold	15,000	–	–	0.06%	236
2020 Q1	$194K	Hold	15,000	–	–	0.07%	206
2019 Q4	$213K	Sell	15,000 -3,000	-17%	-$42.1K	0.06%	232
2019 Q3	$254K	Hold	18,000	–	–	0.08%	214
2019 Q2	$250K	Buy	+18,000	New	+$250K	0.07%	219

Other funds holding BFK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sound View Wealth Advisors Group's BFK Position: Q4 2022 in Review

Sound View Wealth Advisors Group sold out of BlackRock Municipal Income Trust (BFK) in Q4 2022, closing a stake of 10,524 shares — an estimated $100K sold.

Sound View Wealth Advisors Group first reported a position in BFK in Q2 2019 and held it in 14 quarters. The position peaked at $254K in Q3 2019. 90 funds tracked by Wall St. Rank hold BFK as of Q4 2022.

Sound View Wealth Advisors Group reported no remaining BlackRock Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
Sound View Wealth Advisors Group sold 10,524 BlackRock Municipal Income Trust shares in Q4 2022, an estimated $100K.
Sound View Wealth Advisors Group first reported a position in BlackRock Municipal Income Trust in Q2 2019 and held it in 14 quarters.
Sound View Wealth Advisors Group's BlackRock Municipal Income Trust position peaked at $254K in Q3 2019.
90 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2022, filed 8 Feb 2023.