WP
BBK

WealthPLAN Partners’s Blackrock Municipal Bond Trust BBK Stock Holding History

WealthPLAN Partners’s Portfolio BBK Stock Details BBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,630
Closed -$84.7K – 495
2017
Q1 		$84.7K Buy
+5,630
New +$86.4K 0.29% 65
2016
Q3 		$85.3K Buy
4,825
+21
+0.4% +$380 0.03% 250
2016
Q2 		$43.4K Buy
+4,804
New +$83.8K 0.01% 980

Other funds holding BBK

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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthPLAN Partners's BBK Position: Q2 2017 in Review

WealthPLAN Partners sold out of Blackrock Municipal Bond Trust (BBK) in Q2 2017, closing a stake of 5,630 shares — an estimated $84.7K sold.

WealthPLAN Partners first reported a position in BBK in Q2 2016 and held it in 3 quarters. The position peaked at $85.3K in Q3 2016. 33 funds tracked by Wall St. Rank hold BBK as of Q2 2017.

  • WealthPLAN Partners reported no remaining Blackrock Municipal Bond Trust position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 5,630 Blackrock Municipal Bond Trust shares in Q2 2017, an estimated $84.7K.
  • WealthPLAN Partners first reported a position in Blackrock Municipal Bond Trust in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Blackrock Municipal Bond Trust position peaked at $85.3K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Blackrock Municipal Bond Trust as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.