Steward Partners Investment Advisory’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Steward Partners Investment Advisory’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
2018 Q4	–	Sell	-26,200	Closed	-$394K	–	2563
2018 Q3	$394K	Hold	26,200	–	–	0.02%	564
2018 Q2	$393K	Hold	26,200	–	–	0.02%	518
2018 Q1	$390K	Buy	26,200 +10,673	+69%	+$159K	0.03%	474
2017 Q4	$229K	Buy	+15,527	New	+$232K	0.02%	492

Other funds holding BPK

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Steward Partners Investment Advisory's BPK Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 26,200 shares — an estimated $394K sold.

Steward Partners Investment Advisory first reported a position in BPK in Q4 2017 and held it in 4 quarters. The position peaked at $394K in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 26,200 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $394K.
Steward Partners Investment Advisory first reported a position in Blackrock Muni 2018 Term Tr in Q4 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's Blackrock Muni 2018 Term Tr position peaked at $394K in Q3 2018.
5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.