AIM
BKK

Anchor Investment Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Anchor Investment Management’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
Q1 		– Sell
-5,000
Closed -$76K – 711
2016
Q4 		$76K Hold
5,000
– – 0.03% 337
2016
Q3 		$82.4K Buy
+5,000
New +$82.2K 0.03% 306

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Anchor Investment Management's BKK Position: Q1 2017 in Review

Anchor Investment Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2017, closing a stake of 5,000 shares — an estimated $76K sold.

Anchor Investment Management first reported a position in BKK in Q3 2016 and held it in 2 quarters. The position peaked at $82.4K in Q3 2016. 44 funds tracked by Wall St. Rank hold BKK as of Q1 2017.

  • Anchor Investment Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2017 after selling out during the quarter.
  • Anchor Investment Management sold 5,000 Blackrock Municipal 2020 Term Trust shares in Q1 2017, an estimated $76K.
  • Anchor Investment Management first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2016 and held it in 2 quarters.
  • Anchor Investment Management's Blackrock Municipal 2020 Term Trust position peaked at $82.4K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2017.

Based on Anchor Investment Management's 13F filing for Q1 2017, filed 3 Jan 2024.