BIM
BKK

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

BlackRock 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
2015
Q3 		– Sell
-13,800
Closed -$213K – 4263
2015
Q2 		$213K Buy
+13,800
New +$221K ﹤0.01% 3264
2015
Q1 		– Sell
-7,823
Closed -$128K – 4217
2014
Q4 		$128K Buy
+7,823
New +$126K ﹤0.01% 3307
2014
Q1 		– Sell
-1,000
Closed -$16K – 3515
2013
Q4 		$16K Buy
+1,000
New +$15.9K ﹤0.01% 3321

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
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

BlackRock Investment Management's BKK Position: Q3 2015 in Review

BlackRock Investment Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2015, closing a stake of 13,800 shares — an estimated $213K sold.

BlackRock Investment Management first reported a position in BKK in Q4 2013 and held it in 3 quarters. The position peaked at $213K in Q2 2015. 30 funds tracked by Wall St. Rank hold BKK as of Q3 2015.

  • BlackRock Investment Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2015 after selling out during the quarter.
  • BlackRock Investment Management sold 13,800 Blackrock Municipal 2020 Term Trust shares in Q3 2015, an estimated $213K.
  • BlackRock Investment Management first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2013 and held it in 3 quarters.
  • BlackRock Investment Management's Blackrock Municipal 2020 Term Trust position peaked at $213K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2015.

Based on BlackRock Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.