MAS
BKK

Managed Account Services’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Managed Account Services’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
Q1 		– Sell
-23,458
Closed -$349K – 95
2019
Q4 		$349K Hold
23,458
– – 0.14% 71
2019
Q3 		$354K Buy
23,458
+9,946
+74% +$150K 0.18% 69
2019
Q2 		$204K Hold
13,512
– – 0.11% 82
2019
Q1 		$203K Buy
+13,512
New +$202K 0.11% 81

Other funds holding BKK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
OCA
Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

Managed Account Services's BKK Position: Q1 2020 in Review

Managed Account Services sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 23,458 shares — an estimated $349K sold.

Managed Account Services first reported a position in BKK in Q1 2019 and held it in 4 quarters. The position peaked at $354K in Q3 2019. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

  • Managed Account Services reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
  • Managed Account Services sold 23,458 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $349K.
  • Managed Account Services first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2019 and held it in 4 quarters.
  • Managed Account Services's Blackrock Municipal 2020 Term Trust position peaked at $354K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on Managed Account Services's 13F filing for Q1 2020, filed 16 Apr 2020.