IWC
BKK

Integrated Wealth Concepts’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-26,691
Closed -$401K – 664
2020
Q3 		$401K Buy
26,691
+5,758
+28% +$86.5K 0.02% 394
2020
Q2 		$314K Buy
20,933
+6,690
+47% +$99.4K 0.02% 390
2020
Q1 		$209K Sell
14,243
-1,429
-9% -$21.2K 0.02% 385
2019
Q4 		$233K Buy
15,672
+1,971
+14% +$29.6K 0.02% 425
2019
Q3 		$207K Buy
13,701
+1,810
+15% +$27.3K 0.02% 401
2019
Q2 		$108K Buy
+11,891
New +$179K 0.01% 378

Other funds holding BKK

WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Integrated Wealth Concepts's BKK Position: Q4 2020 in Review

Integrated Wealth Concepts sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 26,691 shares — an estimated $401K sold.

Integrated Wealth Concepts first reported a position in BKK in Q2 2019 and held it in 6 quarters. The position peaked at $401K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Integrated Wealth Concepts reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 26,691 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $401K.
  • Integrated Wealth Concepts first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2019 and held it in 6 quarters.
  • Integrated Wealth Concepts's Blackrock Municipal 2020 Term Trust position peaked at $401K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Integrated Wealth Concepts's 13F filing for Q4 2020, filed 12 Feb 2021.