AIP
BKK

ARS Investment Partners’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

ARS Investment Partners’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
Q4 		– Sell
-12,000
Closed -$188K – 163
2017
Q3 		$188K Hold
12,000
– – 0.02% 150
2017
Q2 		$189K Hold
12,000
– – 0.03% 146
2017
Q1 		$189K Hold
12,000
– – 0.03% 150
2016
Q4 		$182K Buy
+12,000
New +$190K 0.03% 154

Other funds holding BKK

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ARS Investment Partners's BKK Position: Q4 2017 in Review

ARS Investment Partners sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2017, closing a stake of 12,000 shares — an estimated $188K sold.

ARS Investment Partners first reported a position in BKK in Q4 2016 and held it in 4 quarters. The position peaked at $189K in Q2 2017. 47 funds tracked by Wall St. Rank hold BKK as of Q4 2017.

  • ARS Investment Partners reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2017 after selling out during the quarter.
  • ARS Investment Partners sold 12,000 Blackrock Municipal 2020 Term Trust shares in Q4 2017, an estimated $188K.
  • ARS Investment Partners first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2016 and held it in 4 quarters.
  • ARS Investment Partners's Blackrock Municipal 2020 Term Trust position peaked at $189K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2017.

Based on ARS Investment Partners's 13F filing for Q4 2017, filed 14 Feb 2018.