CFFP
BKK

Center for Financial Planning’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Center for Financial Planning’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
-650
Closed -$10K – 501
2020
Q3 		$10K Hold
650
– – ﹤0.01% 311
2020
Q2 		$10K Hold
650
– – ﹤0.01% 312
2020
Q1 		$10K Hold
650
– – ﹤0.01% 338
2019
Q4 		$10K Buy
+650
New +$9.76K ﹤0.01% 313

Other funds holding BKK

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

Center for Financial Planning's BKK Position: Q4 2020 in Review

Center for Financial Planning sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 650 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in BKK in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Center for Financial Planning reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Center for Financial Planning sold 650 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $10K.
  • Center for Financial Planning first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2019 and held it in 4 quarters.
  • Center for Financial Planning's Blackrock Municipal 2020 Term Trust position peaked at $10K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.