JFA
BKK

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

JNBA Financial 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
2018
Q4 		– Sell
-11,700
Closed -$173K – 784
2018
Q3 		$173K Buy
+11,700
New +$175K 0.08% 139

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

JNBA Financial Advisors's BKK Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2018, closing a stake of 11,700 shares — an estimated $173K sold.

JNBA Financial Advisors first reported a position in BKK in Q3 2018 and held it in 1 quarter. The position peaked at $173K in Q3 2018. 50 funds tracked by Wall St. Rank hold BKK as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 11,700 Blackrock Municipal 2020 Term Trust shares in Q4 2018, an estimated $173K.
  • JNBA Financial Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Blackrock Municipal 2020 Term Trust position peaked at $173K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.