DWM
BKK

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

Dakota 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
2020
Q4 		– Sell
-17,766
Closed -$267K – 348
2020
Q3 		$267K Sell
17,766
-1,668
-9% -$25.1K 0.04% 241
2020
Q2 		$292K Buy
+19,434
New +$289K 0.05% 224

Other funds holding BKK

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

Dakota Wealth Management's BKK Position: Q4 2020 in Review

Dakota Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 17,766 shares — an estimated $267K sold.

Dakota Wealth Management first reported a position in BKK in Q2 2020 and held it in 2 quarters. The position peaked at $292K in Q2 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Dakota Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 17,766 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $267K.
  • Dakota Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2020 and held it in 2 quarters.
  • Dakota Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $292K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Dakota Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.