Advisor Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Advisor Group’s Portfolio BKK Stock Details BKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$15K	Sell	1,000 -20,004	-95%	-$300K	﹤0.01%	4129
2019 Q3	$317K	Hold	21,004	–	–	﹤0.01%	1969
2019 Q2	$316K	Hold	21,004	–	–	﹤0.01%	1962
2019 Q1	$315K	Hold	21,004	–	–	﹤0.01%	1936
2018 Q4	$310K	Sell	21,004 -6,000	-22%	-$88.8K	﹤0.01%	1761
2018 Q3	$400K	Buy	27,004 +6,000	+29%	+$89.9K	﹤0.01%	1635
2018 Q2	$317K	Buy	21,004 +10,639	+103%	+$161K	﹤0.01%	1647
2018 Q1	$156K	Hold	10,365	–	–	﹤0.01%	2178
2017 Q4	$155K	Hold	10,365	–	–	﹤0.01%	2207
2017 Q3	$162K	Buy	+10,365	New	+$163K	﹤0.01%	2018

Other funds holding BKK

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Advisor Group's BKK Position: Q4 2019 in Review

Advisor Group reduced its Blackrock Municipal 2020 Term Trust (BKK) stake by 95% in Q4 2019, selling an estimated $300K and leaving 1,000 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Advisor Group first reported a position in BKK in Q3 2017 and has held it in 10 quarters since. The position peaked at $400K in Q3 2018. 57 funds tracked by Wall St. Rank hold BKK as of Q4 2019.

Advisor Group held 1,000 shares of Blackrock Municipal 2020 Term Trust worth $15K as of Q4 2019.
Advisor Group sold 20,004 Blackrock Municipal 2020 Term Trust shares in Q4 2019, an estimated $300K.
Blackrock Municipal 2020 Term Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4129 holding.
Advisor Group first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2017 and has held it in 10 quarters since.
Advisor Group's Blackrock Municipal 2020 Term Trust position peaked at $400K in Q3 2018.
57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.