Avior Wealth Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Avior Wealth 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 Q2	–	Sell	-3,059	Closed	-$48K	–	521
2017 Q1	$48K	Hold	3,059	–	–	0.02%	234
2016 Q4	$46K	Hold	3,059	–	–	0.02%	220
2016 Q3	$50K	Hold	3,059	–	–	0.02%	227
2016 Q2	$50K	Hold	3,059	–	–	0.02%	211
2016 Q1	$50K	Hold	3,059	–	–	0.02%	213
2015 Q4	$49K	Hold	3,059	–	–	0.03%	180
2015 Q3	$48K	Hold	3,059	–	–	0.03%	171
2015 Q2	$47K	Hold	3,059	–	–	0.04%	135
2015 Q1	$51K	Hold	3,059	–	–	0.04%	133
2014 Q4	$50K	Hold	3,059	–	–	0.04%	134
2014 Q3	$49K	Hold	3,059	–	–	0.04%	133
2014 Q2	$50K	Buy	3,059 +11	+0.4%	+$182	0.04%	133
2014 Q1	$50K	Buy	+3,048	New	+$49.6K	0.04%	128

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

Avior Wealth Management's BKK Position: Q2 2017 in Review

Avior Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2017, closing a stake of 3,059 shares — an estimated $48K sold.

Avior Wealth Management first reported a position in BKK in Q1 2014 and held it in 13 quarters. The position peaked at $51K in Q1 2015. 43 funds tracked by Wall St. Rank hold BKK as of Q2 2017.

Avior Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2017 after selling out during the quarter.
Avior Wealth Management sold 3,059 Blackrock Municipal 2020 Term Trust shares in Q2 2017, an estimated $48K.
Avior Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2014 and held it in 13 quarters.
Avior Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $51K in Q1 2015.
43 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2017.

Based on Avior Wealth Management's 13F filing for Q2 2017, filed 15 Aug 2017.