FIA
BKK

FNY Investment Advisers’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

FNY Investment Advisers’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
Q2 		– Sell
-5,400
Closed -$79K – 706
2020
Q1 		$79K Buy
+5,400
New +$80.1K 0.06% 198
2018
Q4 		– Sell
-45
Closed – – 1256
2018
Q3 		$0 Hold
45
– – ﹤0.01% 1512
2018
Q2 		$0 Buy
+45
New +$681 ﹤0.01% 1068

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
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FNY Investment Advisers's BKK Position: Q2 2020 in Review

FNY Investment Advisers sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2020, closing a stake of 5,400 shares — an estimated $79K sold.

FNY Investment Advisers first reported a position in BKK in Q2 2018 and held it in 3 quarters. The position peaked at $79K in Q1 2020. 56 funds tracked by Wall St. Rank hold BKK as of Q2 2020.

  • FNY Investment Advisers reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2020 after selling out during the quarter.
  • FNY Investment Advisers sold 5,400 Blackrock Municipal 2020 Term Trust shares in Q2 2020, an estimated $79K.
  • FNY Investment Advisers first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 3 quarters.
  • FNY Investment Advisers's Blackrock Municipal 2020 Term Trust position peaked at $79K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2020.

Based on FNY Investment Advisers's 13F filing for Q2 2020, filed 10 Jul 2020.