Janney Montgomery Scott
BKK

Janney Montgomery Scott’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-15,357
Closed -$231K – 2145
2019
Q1 		$231K Sell
15,357
-3,404
-18% -$50.9K ﹤0.01% 1789
2018
Q4 		$277K Sell
18,761
-992
-5% -$14.7K ﹤0.01% 1615
2018
Q3 		$293K Sell
19,753
-4,935
-20% -$74K ﹤0.01% 1729
2018
Q2 		$372K Buy
24,688
+7,039
+40% +$106K ﹤0.01% 1547
2018
Q1 		$266K Buy
17,649
+6
+0% +$91 ﹤0.01% 1664
2017
Q4 		$265K Sell
17,643
-7,815
-31% -$120K ﹤0.01% 1655
2017
Q3 		$398K Sell
25,458
-4,300
-14% -$67.4K ﹤0.01% 1374
2017
Q2 		$469K Buy
29,758
+1,444
+5% +$22.8K 0.01% 1207
2017
Q1 		$447K Buy
28,314
+4,035
+17% +$63K 0.01% 1210
2016
Q4 		$369K Buy
24,279
+10,930
+82% +$173K 0.01% 1214
2016
Q3 		$220K Buy
+13,349
New +$219K ﹤0.01% 1346
2014
Q4 		– Sell
-10,451
Closed -$167K – 2450
2014
Q3 		$167K Buy
+10,451
New +$171K ﹤0.01% 2043

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Janney Montgomery Scott's BKK Position: Q2 2019 in Review

Janney Montgomery Scott sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2019, closing a stake of 15,357 shares — an estimated $231K sold.

Janney Montgomery Scott first reported a position in BKK in Q3 2014 and held it in 12 quarters. The position peaked at $469K in Q2 2017. 49 funds tracked by Wall St. Rank hold BKK as of Q2 2019.

  • Janney Montgomery Scott reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 15,357 Blackrock Municipal 2020 Term Trust shares in Q2 2019, an estimated $231K.
  • Janney Montgomery Scott first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2014 and held it in 12 quarters.
  • Janney Montgomery Scott's Blackrock Municipal 2020 Term Trust position peaked at $469K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2019.

Based on Janney Montgomery Scott's 13F filing for Q2 2019, filed 29 Jul 2019.