M&T Bank
BKK

M&T Bank’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

M&T 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
2018
Q3 		– Sell
-10,350
Closed -$156K – 1652
2018
Q2 		$156K Hold
10,350
– – ﹤0.01% 1454
2018
Q1 		$156K Sell
10,350
-6,839
-40% -$104K ﹤0.01% 1460
2017
Q4 		$258K Hold
17,189
– – ﹤0.01% 1317
2017
Q3 		$269K Hold
17,189
– – ﹤0.01% 1285
2017
Q2 		$271K Hold
17,189
– – ﹤0.01% 1257
2017
Q1 		$271K Buy
+17,189
New +$268K ﹤0.01% 1293

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
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 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 $79.5B AUM 27.1% 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

M&T Bank's BKK Position: Q3 2018 in Review

M&T Bank sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2018, closing a stake of 10,350 shares — an estimated $156K sold.

M&T Bank first reported a position in BKK in Q1 2017 and held it in 6 quarters. The position peaked at $271K in Q2 2017. 53 funds tracked by Wall St. Rank hold BKK as of Q3 2018.

  • M&T Bank reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
  • M&T Bank sold 10,350 Blackrock Municipal 2020 Term Trust shares in Q3 2018, an estimated $156K.
  • M&T Bank first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2017 and held it in 6 quarters.
  • M&T Bank's Blackrock Municipal 2020 Term Trust position peaked at $271K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2018.

Based on M&T Bank's 13F filing for Q3 2018, filed 9 Nov 2018.