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Wealthspire Advisors (New York)’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-2,184
Closed -$46K – 124
2018
Q4 		$46K Buy
+2,184
New +$44.5K ﹤0.01% 196

Other funds holding BBN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s BBN Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2019, closing a stake of 2,184 shares — an estimated $46K sold.

Wealthspire Advisors (New York) first reported a position in BBN in Q4 2018 and held it in 1 quarter. The position peaked at $46K in Q4 2018. 98 funds tracked by Wall St. Rank hold BBN as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,184 BlackRock Taxable Municipal Bond Trust shares in Q1 2019, an estimated $46K.
  • Wealthspire Advisors (New York) first reported a position in BlackRock Taxable Municipal Bond Trust in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BlackRock Taxable Municipal Bond Trust position peaked at $46K in Q4 2018.
  • 98 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.