FFA
BKK

First Foundation Advisors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

First Foundation Advisors’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
Q1 		– Sell
-12,800
Closed -$191K – 380
2019
Q4 		$191K Hold
12,800
– – 0.01% 335
2019
Q3 		$193K Sell
12,800
-1,345
-10% -$20.3K 0.01% 336
2019
Q2 		$213K Buy
+14,145
New +$213K 0.01% 317

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

First Foundation Advisors's BKK Position: Q1 2020 in Review

First Foundation Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 12,800 shares — an estimated $191K sold.

First Foundation Advisors first reported a position in BKK in Q2 2019 and held it in 3 quarters. The position peaked at $213K in Q2 2019. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

  • First Foundation Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
  • First Foundation Advisors sold 12,800 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $191K.
  • First Foundation Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2019 and held it in 3 quarters.
  • First Foundation Advisors's Blackrock Municipal 2020 Term Trust position peaked at $213K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on First Foundation Advisors's 13F filing for Q1 2020, filed 11 May 2020.