Barclays
BKK

Barclays’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Barclays’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
Q1 		– Sell
-98
Closed -$1K – 6872
2015
Q4 		$1K Buy
+98
New +$1.55K ﹤0.01% 5927
2015
Q3 		– Sell
-76
Closed -$1K – 7456
2015
Q2 		$1K Buy
+76
New +$1.22K ﹤0.01% 6984
2014
Q2 		– Sell
-87
Closed -$1K – 8117
2014
Q1 		$1K Sell
87
-913
-91% -$14.8K ﹤0.01% 7537
2013
Q4 		$15K Buy
1,000
+700
+233% +$11.2K ﹤0.01% 6862
2013
Q3 		$5K Buy
300
+200
+200% +$3.23K ﹤0.01% 7023
2013
Q2 		$2K Buy
+100
New +$1.66K ﹤0.01% 7583

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Barclays's BKK Position: Q1 2016 in Review

Barclays sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2016, closing a stake of 98 shares — an estimated $1K sold.

Barclays first reported a position in BKK in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q4 2013. 39 funds tracked by Wall St. Rank hold BKK as of Q1 2016.

  • Barclays reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2016 after selling out during the quarter.
  • Barclays sold 98 Blackrock Municipal 2020 Term Trust shares in Q1 2016, an estimated $1K.
  • Barclays first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 6 quarters.
  • Barclays's Blackrock Municipal 2020 Term Trust position peaked at $15K in Q4 2013.
  • 39 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2016.

Based on Barclays's 13F filing for Q1 2016, filed 16 May 2016.