SFS
BPK

Sowell Financial Services’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Sowell Financial Services’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,500
Closed -$68K – 630
2016
Q4 		$68K Buy
+4,500
New +$67.9K 0.02% 311

Other funds holding BPK

HighTower Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Sowell Financial Services's BPK Position: Q1 2017 in Review

Sowell Financial Services sold out of Blackrock Muni 2018 Term Tr (BPK) in Q1 2017, closing a stake of 4,500 shares — an estimated $68K sold.

Sowell Financial Services first reported a position in BPK in Q4 2016 and held it in 1 quarter. The position peaked at $68K in Q4 2016. 39 funds tracked by Wall St. Rank hold BPK as of Q1 2017.

  • Sowell Financial Services reported no remaining Blackrock Muni 2018 Term Tr position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 4,500 Blackrock Muni 2018 Term Tr shares in Q1 2017, an estimated $68K.
  • Sowell Financial Services first reported a position in Blackrock Muni 2018 Term Tr in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Blackrock Muni 2018 Term Tr position peaked at $68K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.