Stifel Financial
BPK

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

Stifel Financial’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
-11,237
Closed -$169K – 2895
2018
Q3 		$169K Sell
11,237
-460
-4% -$6.91K ﹤0.01% 2619
2018
Q2 		$176K Buy
11,697
+6
+0.1% +$90 ﹤0.01% 2574
2018
Q1 		$175K Sell
11,691
-2,996
-20% -$44.6K ﹤0.01% 2505
2017
Q4 		$218K Sell
14,687
-391
-3% -$5.84K ﹤0.01% 2396
2017
Q3 		$226K Buy
15,078
+25
+0.2% +$375 ﹤0.01% 2305
2017
Q2 		$226K Buy
15,053
+26
+0.2% +$391 ﹤0.01% 2285
2017
Q1 		$226K Sell
15,027
-64
-0.4% -$964 ﹤0.01% 2258
2016
Q4 		$226K Sell
15,091
-63
-0.4% -$950 ﹤0.01% 2189
2016
Q3 		$230K Buy
15,154
+4,276
+39% +$65.2K ﹤0.01% 2109
2016
Q2 		$166K Sell
10,878
-7,148
-40% -$109K ﹤0.01% 2304
2016
Q1 		$277K Buy
+18,026
New +$279K ﹤0.01% 1855

Other funds holding BPK

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
IA
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

Stifel Financial's BPK Position: Q4 2018 in Review

Stifel Financial sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 11,237 shares — an estimated $169K sold.

Stifel Financial first reported a position in BPK in Q1 2016 and held it in 11 quarters. The position peaked at $277K in Q1 2016. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Stifel Financial reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Stifel Financial sold 11,237 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $169K.
  • Stifel Financial first reported a position in Blackrock Muni 2018 Term Tr in Q1 2016 and held it in 11 quarters.
  • Stifel Financial's Blackrock Muni 2018 Term Tr position peaked at $277K in Q1 2016.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.