ZIG
BFK

Zullo Investment Group’s BlackRock Municipal Income Trust BFK Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-800
Closed -$8.05K – 186
2022
Q4 		$8.05K Hold
800
– – ﹤0.01% 525
2022
Q3 		$8K Hold
800
– – 0.01% 517
2022
Q2 		$9K Hold
800
– – 0.01% 505
2022
Q1 		$10K Sell
800
-860
-52% -$11.7K 0.01% 527
2021
Q4 		$26K Buy
+1,660
New +$24.9K 0.01% 389

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Zullo Investment Group's BFK Position: Q1 2023 in Review

Zullo Investment Group sold out of BlackRock Municipal Income Trust (BFK) in Q1 2023, closing a stake of 800 shares — an estimated $8.05K sold.

Zullo Investment Group first reported a position in BFK in Q4 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 90 funds tracked by Wall St. Rank hold BFK as of Q1 2023.

  • Zullo Investment Group reported no remaining BlackRock Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 800 BlackRock Municipal Income Trust shares in Q1 2023, an estimated $8.05K.
  • Zullo Investment Group first reported a position in BlackRock Municipal Income Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's BlackRock Municipal Income Trust position peaked at $26K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.