VIM
BPK

Vista Investment Management’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Vista Investment Management’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
-42,518
Closed -$640K – 146
2018
Q3 		$640K Hold
42,518
– – 0.57% 65
2018
Q2 		$638K Sell
42,518
-400
-0.9% -$5.99K 0.62% 62
2018
Q1 		$640K Sell
42,918
-300
-0.7% -$4.47K 0.67% 54
2017
Q4 		$638K Buy
+43,218
New +$645K 0.67% 53

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Vista Investment Management's BPK Position: Q4 2018 in Review

Vista Investment Management sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 42,518 shares — an estimated $640K sold.

Vista Investment Management first reported a position in BPK in Q4 2017 and held it in 4 quarters. The position peaked at $640K in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • Vista Investment Management reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Vista Investment Management sold 42,518 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $640K.
  • Vista Investment Management first reported a position in Blackrock Muni 2018 Term Tr in Q4 2017 and held it in 4 quarters.
  • Vista Investment Management's Blackrock Muni 2018 Term Tr position peaked at $640K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on Vista Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.