Carroll Financial Associates’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-5,000	Closed	-$75K	–	1756
2020 Q3	$75K	Hold	5,000	–	–	0.01%	549
2020 Q2	$75K	Hold	5,000	–	–	0.01%	544
2020 Q1	$73K	Hold	5,000	–	–	0.01%	492
2019 Q4	$74K	Hold	5,000	–	–	0.01%	570
2019 Q3	$75K	Buy	+5,000	New	+$75.4K	0.01%	560

Other funds holding BKK

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Carroll Financial Associates's BKK Position: Q4 2020 in Review

Carroll Financial Associates sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 5,000 shares — an estimated $75K sold.

Carroll Financial Associates first reported a position in BKK in Q3 2019 and held it in 5 quarters. The position peaked at $75K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

Carroll Financial Associates reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 5,000 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $75K.
Carroll Financial Associates first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2019 and held it in 5 quarters.
Carroll Financial Associates's Blackrock Municipal 2020 Term Trust position peaked at $75K in Q3 2020.
1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.