LDFR
BKK

Lehman & Derafelo Financial Resources’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Lehman & Derafelo Financial Resources’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
-87,956
Closed -$1.32M – 290
2020
Q3 		$1.32M Sell
87,956
-3,000
-3% -$45.1K 0.42% 43
2020
Q2 		$1.37M Sell
90,956
-2,700
-3% -$40.1K 0.48% 44
2020
Q1 		$1.37M Sell
93,656
-3,000
-3% -$44.5K 0.57% 32
2019
Q4 		$1.44M Sell
96,656
-4,900
-5% -$73.6K 0.52% 37
2019
Q3 		$1.53M Sell
101,556
-4,800
-5% -$72.3K 0.59% 34
2019
Q2 		$1.61M Sell
106,356
-17,612
-14% -$265K 0.66% 32
2019
Q1 		$1.86M Hold
123,968
– – 0.8% 27
2018
Q4 		$1.83M Buy
+123,968
New +$1.83M 0.91% 25

Other funds holding BKK

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

Lehman & Derafelo Financial Resources's BKK Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 87,956 shares — an estimated $1.32M sold.

Lehman & Derafelo Financial Resources first reported a position in BKK in Q4 2018 and held it in 8 quarters. The position peaked at $1.86M in Q1 2019. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 87,956 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $1.32M.
  • Lehman & Derafelo Financial Resources first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2018 and held it in 8 quarters.
  • Lehman & Derafelo Financial Resources's Blackrock Municipal 2020 Term Trust position peaked at $1.86M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.