TFA
BPK

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

Transamerica Financial Advisors’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
2013
Q4 		– Sell
-415
Closed -$7K – 650
2013
Q3 		$7K Hold
415
– – ﹤0.01% 471
2013
Q2 		$7K Buy
+415
New +$6.81K ﹤0.01% 454

Other funds holding BPK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $79.5B AUM 27.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2013, closing a stake of 415 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in BPK in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 24 funds tracked by Wall St. Rank hold BPK as of Q4 2013.

  • Transamerica Financial Advisors reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2013 after selling out during the quarter.
  • Transamerica Financial Advisors sold 415 Blackrock Muni 2018 Term Tr shares in Q4 2013, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and held it in 2 quarters.
  • Transamerica Financial Advisors's Blackrock Muni 2018 Term Tr position peaked at $7K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2013.

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