Advisory Services Network’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Advisory Services Network’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
2017 Q2	–	Sell	-2,352	Closed	-$37.2K	–	2459
2017 Q1	$37K	Buy	+2,352	New	+$36.7K	0.01%	1078
2016 Q3	$659K	Buy	40,000 +100	+0.3%	+$1.64K	0.12%	222
2016 Q2	$652K	Buy	39,900 +1,900	+5%	+$30.6K	0.15%	187
2016 Q1	$616K	Hold	38,000	–	–	0.17%	165
2015 Q4	$603K	Buy	+38,000	New	+$599K	0.19%	132

Other funds holding BKK

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

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

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

LFR

Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

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

WKWM

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

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

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

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

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

Advisory Services Network's BKK Position: Q2 2017 in Review

Advisory Services Network sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2017, closing a stake of 2,352 shares — an estimated $37.2K sold.

Advisory Services Network first reported a position in BKK in Q4 2015 and held it in 5 quarters. The position peaked at $659K in Q3 2016. 43 funds tracked by Wall St. Rank hold BKK as of Q2 2017.

Advisory Services Network reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2017 after selling out during the quarter.
Advisory Services Network sold 2,352 Blackrock Municipal 2020 Term Trust shares in Q2 2017, an estimated $37.2K.
Advisory Services Network first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2015 and held it in 5 quarters.
Advisory Services Network's Blackrock Municipal 2020 Term Trust position peaked at $659K in Q3 2016.
43 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2017.

Based on Advisory Services Network's 13F filing for Q2 2017, filed 17 Aug 2017.