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

Evercore 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
2018 Q1	–	Sell	-13,779	Closed	-$206K	–	914
2017 Q4	$206K	Hold	13,779	–	–	0.01%	360
2017 Q3	$216K	Hold	13,779	–	–	0.01%	356
2017 Q2	$217K	Hold	13,779	–	–	0.01%	352
2017 Q1	$217K	Hold	13,779	–	–	0.01%	350
2016 Q4	$209K	Hold	13,779	–	–	0.01%	359
2016 Q3	$227K	Hold	13,779	–	–	0.01%	351
2016 Q2	$225K	Hold	13,779	–	–	0.01%	341
2016 Q1	$223K	Hold	13,779	–	–	0.01%	336
2015 Q4	$219K	Hold	13,779	–	–	0.01%	353
2015 Q3	$216K	Hold	13,779	–	–	0.01%	369
2015 Q2	$213K	Hold	13,779	–	–	0.01%	408
2015 Q1	$228K	Buy	+13,779	New	+$227K	0.01%	394
2014 Q4	–	Sell	-3,829	Closed	-$61K	–	1048
2014 Q3	$61K	Hold	3,829	–	–	﹤0.01%	582
2014 Q2	$62K	Hold	3,829	–	–	﹤0.01%	582
2014 Q1	$63K	Hold	3,829	–	–	﹤0.01%	564
2013 Q4	$60K	Hold	3,829	–	–	﹤0.01%	536
2013 Q3	$62K	Hold	3,829	–	–	﹤0.01%	549
2013 Q2	$62K	Buy	+3,829	New	+$63.4K	﹤0.01%	545

Other funds holding BKK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evercore Wealth Management's BKK Position: Q1 2018 in Review

Evercore Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2018, closing a stake of 13,779 shares — an estimated $206K sold.

Evercore Wealth Management first reported a position in BKK in Q2 2013 and held it in 18 quarters. The position peaked at $228K in Q1 2015. 45 funds tracked by Wall St. Rank hold BKK as of Q1 2018.

Evercore Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 13,779 Blackrock Municipal 2020 Term Trust shares in Q1 2018, an estimated $206K.
Evercore Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $228K in Q1 2015.
45 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.