LNB
BKK

Ledyard National Bank’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Ledyard National Bank’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
Q2 		– Sell
-26,200
Closed -$384K – 243
2020
Q1 		$384K Hold
26,200
– – 0.06% 165
2019
Q4 		$390K Hold
26,200
– – 0.05% 200
2019
Q3 		$395K Hold
26,200
– – 0.05% 193
2019
Q2 		$394K Hold
26,200
– – 0.05% 198
2019
Q1 		$394K Hold
26,200
– – 0.05% 206
2018
Q4 		$387K Hold
26,200
– – 0.05% 203
2018
Q3 		$388K Hold
26,200
– – 0.04% 217
2018
Q2 		$395K Hold
26,200
– – 0.05% 218
2018
Q1 		$395K Hold
26,200
– – 0.05% 227
2017
Q4 		$393K Hold
26,200
– – 0.05% 231
2017
Q3 		$410K Buy
+26,200
New +$411K 0.05% 207

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ledyard National Bank's BKK Position: Q2 2020 in Review

Ledyard National Bank sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2020, closing a stake of 26,200 shares — an estimated $384K sold.

Ledyard National Bank first reported a position in BKK in Q3 2017 and held it in 11 quarters. The position peaked at $410K in Q3 2017. 56 funds tracked by Wall St. Rank hold BKK as of Q2 2020.

  • Ledyard National Bank reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2020 after selling out during the quarter.
  • Ledyard National Bank sold 26,200 Blackrock Municipal 2020 Term Trust shares in Q2 2020, an estimated $384K.
  • Ledyard National Bank first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2017 and held it in 11 quarters.
  • Ledyard National Bank's Blackrock Municipal 2020 Term Trust position peaked at $410K in Q3 2017.
  • 56 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2020.

Based on Ledyard National Bank's 13F filing for Q2 2020, filed 24 Jul 2020.