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

IFP 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	-998	Closed	-$15K	–	3994
2018 Q4	$15K	Buy	998 +7	+0.7%	+$104	﹤0.01%	2318
2018 Q3	$15K	Buy	991 +7	+0.7%	+$105	﹤0.01%	2643
2018 Q2	$15K	Buy	984 +15	+2%	+$227	﹤0.01%	2673
2018 Q1	$15K	Hold	969	–	–	﹤0.01%	2583
2017 Q4	$15K	Buy	+969	New	+$14.8K	﹤0.01%	2620
2017 Q2	–	Sell	-2,500	Closed	-$39K	–	4407
2017 Q1	$39K	Hold	2,500	–	–	﹤0.01%	2076
2016 Q4	$38K	Hold	2,500	–	–	﹤0.01%	2045
2016 Q3	$41K	Hold	2,500	–	–	﹤0.01%	1955
2016 Q2	$41K	Buy	+2,500	New	+$40.3K	﹤0.01%	1905
2016 Q1	–	Sell	-2,500	Closed	-$40K	–	4438
2015 Q4	$40K	Buy	+2,500	New	+$39.4K	﹤0.01%	1755

Other funds holding BKK

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

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

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

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

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

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

IFP Advisors's BKK Position: Q1 2019 in Review

IFP Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 998 shares — an estimated $15K sold.

IFP Advisors first reported a position in BKK in Q4 2015 and held it in 10 quarters. The position peaked at $41K in Q3 2016. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

IFP Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 998 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $15K.
IFP Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2015 and held it in 10 quarters.
IFP Advisors's Blackrock Municipal 2020 Term Trust position peaked at $41K in Q3 2016.
46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.