CFGS
BKK

Concourse Financial Group Securities’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-300
Closed -$4.52K – 2316
2019
Q2 		$5K Buy
+300
New +$4.51K ﹤0.01% 1780

Other funds holding BKK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Concourse Financial Group Securities's BKK Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2019, closing a stake of 300 shares — an estimated $4.52K sold.

Concourse Financial Group Securities first reported a position in BKK in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 48 funds tracked by Wall St. Rank hold BKK as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 300 Blackrock Municipal 2020 Term Trust shares in Q3 2019, an estimated $4.52K.
  • Concourse Financial Group Securities first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2019 and held it in 1 quarter.
  • Concourse Financial Group Securities's Blackrock Municipal 2020 Term Trust position peaked at $5K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.