DLG
BKK

Daniel L. Goodwin’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Daniel L. Goodwin’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
2013
Q4 		– Sell
-1,700
Closed -$28K – 116
2013
Q3 		$28K Buy
+1,700
New +$27.5K 0.01% 111

Other funds holding BKK

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Daniel L. Goodwin's BKK Position: Q4 2013 in Review

Daniel L. Goodwin sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2013, closing a stake of 1,700 shares — an estimated $28K sold.

Daniel L. Goodwin first reported a position in BKK in Q3 2013 and held it in 1 quarter. The position peaked at $28K in Q3 2013. 29 funds tracked by Wall St. Rank hold BKK as of Q4 2013.

  • Daniel L. Goodwin reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2013 after selling out during the quarter.
  • Daniel L. Goodwin sold 1,700 Blackrock Municipal 2020 Term Trust shares in Q4 2013, an estimated $28K.
  • Daniel L. Goodwin first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2013 and held it in 1 quarter.
  • Daniel L. Goodwin's Blackrock Municipal 2020 Term Trust position peaked at $28K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2013.

Based on Daniel L. Goodwin's 13F filing for Q4 2013, filed 14 Feb 2014.