Cetera Investment Advisers’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Cetera Investment Advisers’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 Q3	–	Sell	-12,082	Closed	-$181K	–	677
2020 Q2	$181K	Hold	12,082	–	–	0.02%	580
2020 Q1	$177K	Sell	12,082 -1,125	-9%	-$16.7K	0.02%	501
2019 Q4	$196K	Hold	13,207	–	–	0.02%	558
2019 Q3	$200K	Hold	13,207	–	–	0.02%	513
2019 Q2	$200K	Sell	13,207 -1,039	-7%	-$15.6K	0.03%	494
2019 Q1	$215K	Hold	14,246	–	–	0.03%	446
2018 Q4	$209K	Hold	14,246	–	–	0.03%	414
2018 Q3	$210K	Buy	14,246 +1,039	+8%	+$15.6K	0.03%	452
2018 Q2	$200K	Buy	+13,207	New	+$200K	0.04%	402

Other funds holding BKK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

OCA

Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers's BKK Position: Q3 2020 in Review

Cetera Investment Advisers sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2020, closing a stake of 12,082 shares — an estimated $181K sold.

Cetera Investment Advisers first reported a position in BKK in Q2 2018 and held it in 9 quarters. The position peaked at $215K in Q1 2019. 48 funds tracked by Wall St. Rank hold BKK as of Q3 2020.

Cetera Investment Advisers reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
Cetera Investment Advisers sold 12,082 Blackrock Municipal 2020 Term Trust shares in Q3 2020, an estimated $181K.
Cetera Investment Advisers first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 9 quarters.
Cetera Investment Advisers's Blackrock Municipal 2020 Term Trust position peaked at $215K in Q1 2019.
48 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2020.

Based on Cetera Investment Advisers's 13F filing for Q3 2020, filed 13 Nov 2020.