TWA
BKN

TCI Wealth Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

TCI Wealth Advisors’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,000
Closed -$88K – 1291
2016
Q4 		$88K Buy
+6,000
New +$91.7K 0.05% 239

Other funds holding BKN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

TCI Wealth Advisors's BKN Position: Q1 2017 in Review

TCI Wealth Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2017, closing a stake of 6,000 shares — an estimated $88K sold.

TCI Wealth Advisors first reported a position in BKN in Q4 2016 and held it in 1 quarter. The position peaked at $88K in Q4 2016. 41 funds tracked by Wall St. Rank hold BKN as of Q1 2017.

  • TCI Wealth Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 6,000 BlackRock Investment Quality Municipal Trust shares in Q1 2017, an estimated $88K.
  • TCI Wealth Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's BlackRock Investment Quality Municipal Trust position peaked at $88K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.