MFG
BKK

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

Magnus Financial Group’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
-37,760
Closed -$568K – 397
2020
Q3 		$568K Sell
37,760
-4,998
-12% -$75.1K 0.07% 116
2020
Q2 		$642K Sell
42,758
-36,994
-46% -$550K 0.07% 115
2020
Q1 		$1.17M Buy
79,752
+1,605
+2% +$23.8K 0.16% 64
2019
Q4 		$1.16M Buy
78,147
+59,007
+308% +$886K 0.17% 67
2019
Q3 		$289K Hold
19,140
– – 0.05% 270
2019
Q2 		$288K Buy
19,140
+6,640
+53% +$99.9K 0.06% 278
2019
Q1 		$188K Buy
+12,500
New +$187K 0.04% 445

Other funds holding BKK

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

Magnus Financial Group's BKK Position: Q4 2020 in Review

Magnus Financial Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 37,760 shares — an estimated $568K sold.

Magnus Financial Group first reported a position in BKK in Q1 2019 and held it in 7 quarters. The position peaked at $1.17M in Q1 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Magnus Financial Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Magnus Financial Group sold 37,760 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $568K.
  • Magnus Financial Group first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2019 and held it in 7 quarters.
  • Magnus Financial Group's Blackrock Municipal 2020 Term Trust position peaked at $1.17M in Q1 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Magnus Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.