MIG
BKK

Mariner Investment Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Mariner Investment 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
2015
Q3 		– Sell
-18,299
Closed -$283K – 262
2015
Q2 		$283K Buy
+18,299
New +$293K 0.07% 158

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Mariner Investment Group's BKK Position: Q3 2015 in Review

Mariner Investment Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2015, closing a stake of 18,299 shares — an estimated $283K sold.

Mariner Investment Group first reported a position in BKK in Q2 2015 and held it in 1 quarter. The position peaked at $283K in Q2 2015. 30 funds tracked by Wall St. Rank hold BKK as of Q3 2015.

  • Mariner Investment Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2015 after selling out during the quarter.
  • Mariner Investment Group sold 18,299 Blackrock Municipal 2020 Term Trust shares in Q3 2015, an estimated $283K.
  • Mariner Investment Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2015 and held it in 1 quarter.
  • Mariner Investment Group's Blackrock Municipal 2020 Term Trust position peaked at $283K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2015.

Based on Mariner Investment Group's 13F filing for Q3 2015, filed 6 Nov 2015.