SVWA
BFK

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

Sound View Wealth 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
2019
Q1 		$243K Hold
18,000
– – 0.08% 217
2018
Q4 		$219K Buy
+18,000
New +$222K 0.08% 214

Other funds holding BFK

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Sound View Wealth Advisors's BFK Position: Q1 2019 in Review

Sound View Wealth Advisors held its BlackRock Municipal Income Trust (BFK) position steady in Q1 2019 at 18,000 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #217.

Sound View Wealth Advisors first reported a position in BFK in Q4 2018 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BFK as of Q1 2019.

  • Sound View Wealth Advisors held 18,000 shares of BlackRock Municipal Income Trust worth $243K as of Q1 2019.
  • Sound View Wealth Advisors left its BlackRock Municipal Income Trust share count unchanged in Q1 2019.
  • BlackRock Municipal Income Trust made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #217 holding.
  • Sound View Wealth Advisors first reported a position in BlackRock Municipal Income Trust in Q4 2018 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.