Wealthcare Advisory Partners’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Wealthcare Advisory Partners’s Portfolio BBN Stock Details BBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-191	Closed	-$4K	–	1229
2018 Q2	$4K	Buy	191 +3	+2%	+$66	﹤0.01%	1009
2018 Q1	$4K	Buy	188 +4	+2%	+$89	﹤0.01%	855
2017 Q4	$4K	Buy	184 +3	+2%	+$70	﹤0.01%	807
2017 Q3	$4K	Buy	+181	New	+$4.24K	﹤0.01%	669

Other funds holding BBN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landmark Bank Columbia, Missouri $444M AUM 30.12% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's BBN Position: Q3 2018 in Review

Wealthcare Advisory Partners sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q3 2018, closing a stake of 191 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in BBN in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 92 funds tracked by Wall St. Rank hold BBN as of Q3 2018.

Wealthcare Advisory Partners reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q3 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 191 BlackRock Taxable Municipal Bond Trust shares in Q3 2018, an estimated $4K.
Wealthcare Advisory Partners first reported a position in BlackRock Taxable Municipal Bond Trust in Q3 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's BlackRock Taxable Municipal Bond Trust position peaked at $4K in Q2 2018.
92 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q3 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2018, filed 14 Nov 2018.