CRC
BKK

Curi RMB Capital’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Curi RMB Capital’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
Q3 		– Sell
-28,573
Closed -$467K – 549
2016
Q2 		$467K Buy
+28,573
New +$461K 0.02% 312

Other funds holding BKK

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
UBS Group
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 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 $79.5B AUM 27.1% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Curi RMB Capital's BKK Position: Q3 2016 in Review

Curi RMB Capital sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2016, closing a stake of 28,573 shares — an estimated $467K sold.

Curi RMB Capital first reported a position in BKK in Q2 2016 and held it in 1 quarter. The position peaked at $467K in Q2 2016. 39 funds tracked by Wall St. Rank hold BKK as of Q3 2016.

  • Curi RMB Capital reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2016 after selling out during the quarter.
  • Curi RMB Capital sold 28,573 Blackrock Municipal 2020 Term Trust shares in Q3 2016, an estimated $467K.
  • Curi RMB Capital first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2016 and held it in 1 quarter.
  • Curi RMB Capital's Blackrock Municipal 2020 Term Trust position peaked at $467K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2016.

Based on Curi RMB Capital's 13F filing for Q3 2016, filed 2 Nov 2016.