First Trust Advisors
BKK

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

First Trust 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
2019
Q1 		– Sell
-10,413
Closed -$154K – 2506
2018
Q4 		$154K Sell
10,413
-1,924
-16% -$28.5K ﹤0.01% 2358
2018
Q3 		$183K Buy
+12,337
New +$185K ﹤0.01% 2383
2013
Q3 		– Sell
-28,241
Closed -$457K – 2422
2013
Q2 		$457K Buy
+28,241
New +$467K ﹤0.01% 1842

Other funds holding BKK

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
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

First Trust Advisors's BKK Position: Q1 2019 in Review

First Trust Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 10,413 shares — an estimated $154K sold.

First Trust Advisors first reported a position in BKK in Q2 2013 and held it in 3 quarters. The position peaked at $457K in Q2 2013. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

  • First Trust Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
  • First Trust Advisors sold 10,413 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $154K.
  • First Trust Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 3 quarters.
  • First Trust Advisors's Blackrock Municipal 2020 Term Trust position peaked at $457K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on First Trust Advisors's 13F filing for Q1 2019, filed 9 May 2019.