CSPIA
BKK

Cary Street Partners Investment Advisory’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Cary Street Partners Investment Advisory’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
-2,000
Closed -$30K – 997
2020
Q3 		$30K Buy
+2,000
New +$30.1K 0.01% 580

Other funds holding BKK

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

Cary Street Partners Investment Advisory's BKK Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 2,000 shares — an estimated $30K sold.

Cary Street Partners Investment Advisory first reported a position in BKK in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $30K.
  • Cary Street Partners Investment Advisory first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Blackrock Municipal 2020 Term Trust position peaked at $30K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.