LFR
BKK

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

Lehman 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
2018
Q3 		$1.89M Hold
127,468
– – 0.89% 24
2018
Q2 		$1.92M Sell
127,468
-3,700
-3% -$56K 0.97% 24
2018
Q1 		$1.98M Buy
131,168
+6,108
+5% +$92.9K 1.01% 25
2017
Q4 		$1.88M Sell
125,060
-100,982
-45% -$1.54M 0.97% 24
2017
Q3 		$3.54M Sell
226,042
-787
-0.3% -$12.3K 1.8% 19
2017
Q2 		$3.56M Sell
226,829
-1,986
-0.9% -$31.4K 2% 16
2017
Q1 		$3.61M Sell
228,815
-35,040
-13% -$547K 2% 18
2016
Q4 		$4.01M Buy
263,855
+664
+0.3% +$10.5K 2.28% 17
2016
Q3 		$4.34M Sell
263,191
-7,226
-3% -$119K 2.51% 14
2016
Q2 		$4.42M Sell
270,417
-1,409
-0.5% -$22.7K 2.22% 13
2016
Q1 		$4.4M Buy
271,826
+1,008
+0.4% +$16.1K 2.35% 11
2015
Q4 		$4.29M Sell
270,818
-3,282
-1% -$51.8K 2.31% 12
2015
Q3 		$4.31M Sell
274,100
-12,985
-5% -$203K 2.19% 11
2015
Q2 		$4.44M Buy
287,085
+1,415
+0.5% +$22.7K 2.15% 10
2015
Q1 		$4.73M Buy
285,670
+9,410
+3% +$155K 2.17% 9
2014
Q4 		$4.53M Buy
276,260
+8,771
+3% +$141K 2.22% 9
2014
Q3 		$4.26M Buy
267,489
+202,504
+312% +$3.32M 2.22% 8
2014
Q2 		$1.06M Buy
64,985
+21,885
+51% +$363K 0.5% 34
2014
Q1 		$706K Buy
43,100
+29,200
+210% +$475K 0.37% 39
2013
Q4 		$219K Buy
+13,900
New +$221K 0.14% 56

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman Financial Resources's BKK Position: Q3 2018 in Review

Lehman Financial Resources held its Blackrock Municipal 2020 Term Trust (BKK) position steady in Q3 2018 at 127,468 shares worth $1.89M. The position accounts for 0.89% of the portfolio, ranked #24.

Lehman Financial Resources first reported a position in BKK in Q4 2013 and has held it in 20 quarters since. The position peaked at $4.73M in Q1 2015. 53 funds tracked by Wall St. Rank hold BKK as of Q3 2018.

  • Lehman Financial Resources held 127,468 shares of Blackrock Municipal 2020 Term Trust worth $1.89M as of Q3 2018.
  • Lehman Financial Resources left its Blackrock Municipal 2020 Term Trust share count unchanged in Q3 2018.
  • Blackrock Municipal 2020 Term Trust made up 0.89% of Lehman Financial Resources's portfolio in Q3 2018, its #24 holding.
  • Lehman Financial Resources first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2013 and has held it in 20 quarters since.
  • Lehman Financial Resources's Blackrock Municipal 2020 Term Trust position peaked at $4.73M in Q1 2015.
  • 53 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.