LF
BKK

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

Lantz Financial’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
-51,249
Closed -$770K – 129
2020
Q3 		$770K Hold
51,249
– – 0.52% 55
2020
Q2 		$770K Sell
51,249
-2,321
-4% -$34.5K 0.55% 54
2020
Q1 		$786K Buy
53,570
+1,916
+4% +$28.4K 0.62% 51
2019
Q4 		$769K Buy
51,654
+1,431
+3% +$21.5K 0.46% 68
2019
Q3 		$757K Buy
50,223
+13,015
+35% +$196K 0.51% 64
2019
Q2 		$561K Hold
37,208
– – 0.38% 69
2019
Q1 		$559K Buy
+37,208
New +$557K 0.41% 66

Other funds holding BKK

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

Lantz Financial's BKK Position: Q4 2020 in Review

Lantz Financial sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 51,249 shares — an estimated $770K sold.

Lantz Financial first reported a position in BKK in Q1 2019 and held it in 7 quarters. The position peaked at $786K in Q1 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Lantz Financial reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Lantz Financial sold 51,249 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $770K.
  • Lantz Financial first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2019 and held it in 7 quarters.
  • Lantz Financial's Blackrock Municipal 2020 Term Trust position peaked at $786K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Lantz Financial's 13F filing for Q4 2020, filed 19 Jan 2021.