WP
BFK

WealthPLAN Partners’s BlackRock Municipal Income Trust BFK Stock Holding History

WealthPLAN Partners’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-430
Closed -$4.27K – 387
2023
Q2 		$4.27K Hold
430
– – ﹤0.01% 945
2023
Q1 		$4.39K Buy
+430
New +$4.4K ﹤0.01% 1024

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

WealthPLAN Partners's BFK Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackRock Municipal Income Trust (BFK) in Q3 2023, closing a stake of 430 shares — an estimated $4.27K sold.

WealthPLAN Partners first reported a position in BFK in Q1 2023 and held it in 2 quarters. The position peaked at $4.39K in Q1 2023. 93 funds tracked by Wall St. Rank hold BFK as of Q3 2023.

  • WealthPLAN Partners reported no remaining BlackRock Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 430 BlackRock Municipal Income Trust shares in Q3 2023, an estimated $4.27K.
  • WealthPLAN Partners first reported a position in BlackRock Municipal Income Trust in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's BlackRock Municipal Income Trust position peaked at $4.39K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.