WA
BPK

WBH Advisory’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

WBH Advisory’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
-37,800
Closed -$568K – 247
2018
Q3 		$568K Buy
+37,800
New +$568K 0.14% 139

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

WBH Advisory's BPK Position: Q4 2018 in Review

WBH Advisory sold out of Blackrock Muni 2018 Term Tr (BPK) in Q4 2018, closing a stake of 37,800 shares — an estimated $568K sold.

WBH Advisory first reported a position in BPK in Q3 2018 and held it in 1 quarter. The position peaked at $568K in Q3 2018. 5 funds tracked by Wall St. Rank hold BPK as of Q4 2018.

  • WBH Advisory reported no remaining Blackrock Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • WBH Advisory sold 37,800 Blackrock Muni 2018 Term Tr shares in Q4 2018, an estimated $568K.
  • WBH Advisory first reported a position in Blackrock Muni 2018 Term Tr in Q3 2018 and held it in 1 quarter.
  • WBH Advisory's Blackrock Muni 2018 Term Tr position peaked at $568K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.