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

First Horizon 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
2015 Q4	–	Sell	-9,246	Closed	-$145K	–	1492
2015 Q3	$145K	Sell	9,246 -9,417	-50%	-$147K	0.02%	335
2015 Q2	$288K	Sell	18,663 -4,473	-19%	-$71.7K	0.04%	251
2015 Q1	$380K	Buy	23,136 +3,422	+17%	+$56.3K	0.06%	233
2014 Q4	$319K	Buy	19,714 +3,800	+24%	+$61.2K	0.05%	253
2014 Q3	$253K	Hold	15,914	–	–	0.04%	274
2014 Q2	$262K	Sell	15,914 -3,129	-16%	-$51.9K	0.04%	299
2014 Q1	$312K	Sell	19,043 -16,800	-47%	-$273K	0.04%	262
2013 Q4	$581K	Buy	35,843 +16,193	+82%	+$258K	0.09%	186
2013 Q3	$320K	Buy	19,650 +4,030	+26%	+$65.1K	0.05%	237
2013 Q2	$253K	Buy	+15,620	New	+$259K	0.13%	64

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

LFR

Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

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

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

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

First Horizon Advisors's BKK Position: Q4 2015 in Review

First Horizon Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2015, closing a stake of 9,246 shares — an estimated $145K sold.

First Horizon Advisors first reported a position in BKK in Q2 2013 and held it in 10 quarters. The position peaked at $581K in Q4 2013. 38 funds tracked by Wall St. Rank hold BKK as of Q4 2015.

First Horizon Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2015 after selling out during the quarter.
First Horizon Advisors sold 9,246 Blackrock Municipal 2020 Term Trust shares in Q4 2015, an estimated $145K.
First Horizon Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 10 quarters.
First Horizon Advisors's Blackrock Municipal 2020 Term Trust position peaked at $581K in Q4 2013.
38 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2015.

Based on First Horizon Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.