WEC
BKN

Winslow Evans & Crocker’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Winslow Evans & Crocker’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,500
Closed -$23K – 1318
2020
Q3 		$23K Hold
1,500
– – 0.01% 596
2020
Q2 		$23K Hold
1,500
– – 0.01% 583
2020
Q1 		$24K Buy
+1,500
New +$23K 0.01% 546

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Bank of America
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's BKN Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q4 2020, closing a stake of 1,500 shares — an estimated $23K sold.

Winslow Evans & Crocker first reported a position in BKN in Q1 2020 and held it in 3 quarters. The position peaked at $24K in Q1 2020. 51 funds tracked by Wall St. Rank hold BKN as of Q4 2020.

  • Winslow Evans & Crocker reported no remaining BlackRock Investment Quality Municipal Trust position as of Q4 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,500 BlackRock Investment Quality Municipal Trust shares in Q4 2020, an estimated $23K.
  • Winslow Evans & Crocker first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2020 and held it in 3 quarters.
  • Winslow Evans & Crocker's BlackRock Investment Quality Municipal Trust position peaked at $24K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.