KWA
BKK

KCS Wealth Advisory’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

KCS Wealth Advisory’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
Q3 		– Sell
-12,428
Closed -$187K – 149
2020
Q2 		$187K Sell
12,428
-4,176
-25% -$62K 0.15% 137
2020
Q1 		$244K Buy
+16,604
New +$246K 0.25% 116

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

KCS Wealth Advisory's BKK Position: Q3 2020 in Review

KCS Wealth Advisory sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2020, closing a stake of 12,428 shares — an estimated $187K sold.

KCS Wealth Advisory first reported a position in BKK in Q1 2020 and held it in 2 quarters. The position peaked at $244K in Q1 2020. 48 funds tracked by Wall St. Rank hold BKK as of Q3 2020.

  • KCS Wealth Advisory reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
  • KCS Wealth Advisory sold 12,428 Blackrock Municipal 2020 Term Trust shares in Q3 2020, an estimated $187K.
  • KCS Wealth Advisory first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2020 and held it in 2 quarters.
  • KCS Wealth Advisory's Blackrock Municipal 2020 Term Trust position peaked at $244K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2020.

Based on KCS Wealth Advisory's 13F filing for Q3 2020, filed 27 Oct 2020.