WFG Advisors’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

WFG Advisors’s Portfolio BPK Stock Details BPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$11K	Hold	700	–	–	﹤0.01%	1123
2017 Q1	$11K	Hold	700	–	–	﹤0.01%	1059
2016 Q4	$10K	Hold	700	–	–	﹤0.01%	1122
2016 Q3	$11K	Hold	700	–	–	﹤0.01%	1108
2016 Q2	$11K	Hold	700	–	–	﹤0.01%	1083
2016 Q1	$11K	Hold	700	–	–	﹤0.01%	1038
2015 Q4	$11K	Hold	700	–	–	﹤0.01%	1064
2015 Q3	$11K	Hold	700	–	–	﹤0.01%	1079
2015 Q2	$11K	Hold	700	–	–	﹤0.01%	1172
2015 Q1	$11K	Sell	700 -993	-59%	-$15.9K	﹤0.01%	1183
2014 Q4	$27K	Buy	1,693 +14	+0.8%	+$225	0.01%	1127
2014 Q3	$27K	Buy	1,679 +10	+0.6%	+$160	0.01%	1166
2014 Q2	$27K	Buy	1,669 +9	+0.5%	+$146	0.01%	1151
2014 Q1	$27K	Buy	1,660 +7	+0.4%	+$114	0.01%	1148
2013 Q4	$26K	Buy	1,653 +15	+0.9%	+$241	﹤0.01%	1250
2013 Q3	$26K	Buy	1,638 +711	+77%	+$11.4K	﹤0.01%	1174
2013 Q2	$15K	Buy	+927	New	+$15.2K	﹤0.01%	1334

Other funds holding BPK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WIC

Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's BPK Position: Q2 2017 in Review

WFG Advisors held its Blackrock Muni 2018 Term Tr (BPK) position steady in Q2 2017 at 700 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

WFG Advisors first reported a position in BPK in Q2 2013 and has held it in 17 quarters since. The position peaked at $27K in Q4 2014. 38 funds tracked by Wall St. Rank hold BPK as of Q2 2017.

WFG Advisors held 700 shares of Blackrock Muni 2018 Term Tr worth $11K as of Q2 2017.
WFG Advisors left its Blackrock Muni 2018 Term Tr share count unchanged in Q2 2017.
Blackrock Muni 2018 Term Tr made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1123 holding.
WFG Advisors first reported a position in Blackrock Muni 2018 Term Tr in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Blackrock Muni 2018 Term Tr position peaked at $27K in Q4 2014.
38 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.