WP
BLE

WealthPLAN Partners’s BlackRock Municipal Income Trust II BLE Stock Holding History

WealthPLAN Partners’s Portfolio BLE Stock Details BLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$16K Hold
1,000
– – 0.01% 522
2016
Q2 		$16.5K Buy
+1,000
New +$16.3K ﹤0.01% 1507
2015
Q4 		$15.3K Buy
+3,000
New +$44.6K ﹤0.01% 1013

Other funds holding BLE

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM