Concert Wealth Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-18,720	Closed	-$309K	–	1015
2016 Q3	$309K	Hold	18,720	–	–	0.04%	483
2016 Q2	$305K	Hold	18,720	–	–	0.04%	457
2016 Q1	$304K	Hold	18,720	–	–	0.04%	452
2015 Q4	$298K	Hold	18,720	–	–	0.04%	475
2015 Q3	$294K	Hold	18,720	–	–	0.04%	490
2015 Q2	$290K	Hold	18,720	–	–	0.04%	508
2015 Q1	$310K	Hold	18,720	–	–	0.09%	287
2014 Q4	$307K	Buy	+18,720	New	+$302K	0.05%	457

Other funds holding BKK

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

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

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

LFR

Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Concert Wealth Management's BKK Position: Q4 2016 in Review

Concert Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2016, closing a stake of 18,720 shares — an estimated $309K sold.

Concert Wealth Management first reported a position in BKK in Q4 2014 and held it in 8 quarters. The position peaked at $310K in Q1 2015. 43 funds tracked by Wall St. Rank hold BKK as of Q4 2016.

Concert Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 18,720 Blackrock Municipal 2020 Term Trust shares in Q4 2016, an estimated $309K.
Concert Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $310K in Q1 2015.
43 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.