TFA
BAF

Transamerica Financial Advisors’s BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST BAF Stock Holding History

Transamerica Financial Advisors’s Portfolio BAF Stock Details BAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-742
Closed -$10K – 644
2013
Q3 		$10K Buy
742
+9
+1% +$116 ﹤0.01% 437
2013
Q2 		$11K Buy
+733
New +$11.1K ﹤0.01% 420

Other funds holding BAF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Transamerica Financial Advisors's BAF Position: Q4 2013 in Review

Transamerica Financial Advisors sold out of BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST (BAF) in Q4 2013, closing a stake of 742 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in BAF in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2013. 28 funds tracked by Wall St. Rank hold BAF as of Q4 2013.

  • Transamerica Financial Advisors reported no remaining BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position as of Q4 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 742 BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST shares in Q4 2013, an estimated $10K.
  • Transamerica Financial Advisors first reported a position in BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST in Q2 2013 and held it in 2 quarters.
  • Transamerica Financial Advisors's BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position peaked at $11K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST as of Q4 2013.

Based on Transamerica Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.