MWM
BKK

Maltin Wealth Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Maltin Wealth Management’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
-211,851
Closed -$3.18M – 96
2020
Q3 		$3.18M Buy
211,851
+377
+0.2% +$5.67K 2.26% 13
2020
Q2 		$3.18M Buy
211,474
+1,474
+0.7% +$21.9K 2.4% 10
2020
Q1 		$3.08M Buy
+210,000
New +$3.12M 2.62% 9

Other funds holding BKK

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

Maltin Wealth Management's BKK Position: Q4 2020 in Review

Maltin Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 211,851 shares — an estimated $3.18M sold.

Maltin Wealth Management first reported a position in BKK in Q1 2020 and held it in 3 quarters. The position peaked at $3.18M in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Maltin Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 211,851 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $3.18M.
  • Maltin Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2020 and held it in 3 quarters.
  • Maltin Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $3.18M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Maltin Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.