CPIG
BKK

Chicago Partners Investment Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Chicago Partners Investment Group’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
-11,408
Closed -$171K – 491
2020
Q3 		$171K Hold
11,408
– – 0.02% 388
2020
Q2 		$171K Hold
11,408
– – 0.02% 366
2020
Q1 		$169K Hold
11,408
– – 0.03% 335
2019
Q4 		$170K Hold
11,408
– – 0.02% 352
2019
Q3 		$171K Hold
11,408
– – 0.02% 325
2019
Q2 		$172K Hold
11,408
– – 0.02% 312
2019
Q1 		$171K Sell
11,408
-24,908
-69% -$373K 0.03% 304
2018
Q4 		$541K Buy
36,316
+164
+0.5% +$2.43K 0.08% 179
2018
Q3 		$536K Sell
36,152
-16,108
-31% -$241K 0.08% 177
2018
Q2 		$788K Buy
52,260
+198
+0.4% +$3K 0.12% 130
2018
Q1 		$785K Buy
52,062
+1,310
+3% +$19.9K 0.13% 112
2017
Q4 		$761K Buy
50,752
+6,552
+15% +$100K 0.12% 119
2017
Q3 		$692K Buy
44,200
+34,584
+360% +$542K 0.12% 128
2017
Q2 		$148K Sell
9,616
-30,735
-76% -$486K 0.04% 240
2017
Q1 		$636K Buy
40,351
+3,621
+10% +$56.5K 0.18% 92
2016
Q4 		$558K Buy
36,730
+3,471
+10% +$55.1K 0.2% 91
2016
Q3 		$548K Buy
33,259
+271
+0.8% +$4.46K 0.22% 86
2016
Q2 		$539K Buy
32,988
+7,991
+32% +$129K 0.26% 62
2016
Q1 		$405K Sell
24,997
-136
-0.5% -$2.17K 0.21% 71
2015
Q4 		$399K Buy
25,133
+12,390
+97% +$195K 0.19% 87
2015
Q3 		$200K Buy
12,743
+6,505
+104% +$102K 0.11% 124
2015
Q2 		$97K Buy
+6,238
New +$99.9K 0.04% 194

Other funds holding BKK

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

Chicago Partners Investment Group's BKK Position: Q4 2020 in Review

Chicago Partners Investment Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 11,408 shares — an estimated $171K sold.

Chicago Partners Investment Group first reported a position in BKK in Q2 2015 and held it in 22 quarters. The position peaked at $788K in Q2 2018. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Chicago Partners Investment Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,408 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $171K.
  • Chicago Partners Investment Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2015 and held it in 22 quarters.
  • Chicago Partners Investment Group's Blackrock Municipal 2020 Term Trust position peaked at $788K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Chicago Partners Investment Group's 13F filing for Q4 2020, filed 27 Jan 2021.