Baird Financial Group
BKK

Baird Financial Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Baird Financial Group’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
2020
Q2 		– Sell
-24,738
Closed -$363K – 1616
2020
Q1 		$363K Sell
24,738
-11,493
-32% -$171K ﹤0.01% 1152
2019
Q4 		$539K Buy
36,231
+9,768
+37% +$147K ﹤0.01% 1154
2019
Q3 		$399K Buy
26,463
+3,809
+17% +$57.4K ﹤0.01% 1230
2019
Q2 		$341K Buy
+22,654
New +$341K ﹤0.01% 1305

Other funds holding BKK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
OCA
Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group's BKK Position: Q2 2020 in Review

Baird Financial Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2020, closing a stake of 24,738 shares — an estimated $363K sold.

Baird Financial Group first reported a position in BKK in Q2 2019 and held it in 4 quarters. The position peaked at $539K in Q4 2019. 56 funds tracked by Wall St. Rank hold BKK as of Q2 2020.

  • Baird Financial Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2020 after selling out during the quarter.
  • Baird Financial Group sold 24,738 Blackrock Municipal 2020 Term Trust shares in Q2 2020, an estimated $363K.
  • Baird Financial Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2019 and held it in 4 quarters.
  • Baird Financial Group's Blackrock Municipal 2020 Term Trust position peaked at $539K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2020.

Based on Baird Financial Group's 13F filing for Q2 2020, filed 14 Aug 2020.