CFD
BKK

Creative Financial Designs’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Creative Financial Designs’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
-309
Closed -$5K – 1338
2020
Q2 		$5K Buy
+309
New +$4.59K ﹤0.01% 892

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

Creative Financial Designs's BKK Position: Q3 2020 in Review

Creative Financial Designs sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2020, closing a stake of 309 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in BKK in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 48 funds tracked by Wall St. Rank hold BKK as of Q3 2020.

  • Creative Financial Designs reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 309 Blackrock Municipal 2020 Term Trust shares in Q3 2020, an estimated $5K.
  • Creative Financial Designs first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's Blackrock Municipal 2020 Term Trust position peaked at $5K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.