AC
BKK

Alexandria Capital’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Alexandria Capital’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
2016
Q2 		– Sell
-3,612
Closed -$59K – 689
2016
Q1 		$59K Buy
+3,612
New +$57.7K 0.01% 236

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alexandria Capital's BKK Position: Q2 2016 in Review

Alexandria Capital sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2016, closing a stake of 3,612 shares — an estimated $59K sold.

Alexandria Capital first reported a position in BKK in Q1 2016 and held it in 1 quarter. The position peaked at $59K in Q1 2016. 41 funds tracked by Wall St. Rank hold BKK as of Q2 2016.

  • Alexandria Capital reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2016 after selling out during the quarter.
  • Alexandria Capital sold 3,612 Blackrock Municipal 2020 Term Trust shares in Q2 2016, an estimated $59K.
  • Alexandria Capital first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2016 and held it in 1 quarter.
  • Alexandria Capital's Blackrock Municipal 2020 Term Trust position peaked at $59K in Q1 2016.
  • 41 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2016.

Based on Alexandria Capital's 13F filing for Q2 2016, filed 4 Aug 2016.