MPWT
BKK

MassMutual Private Wealth & Trust’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q1 		– Sell
-2,698
Closed -$39.8K – 1053
2018
Q4 		$39.8K Hold
2,698
– – ﹤0.01% 432
2018
Q3 		$40K Buy
+2,698
New +$40.4K ﹤0.01% 444

Other funds holding BKK

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
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's BKK Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 2,698 shares — an estimated $39.8K sold.

MassMutual Private Wealth & Trust first reported a position in BKK in Q3 2018 and held it in 2 quarters. The position peaked at $40K in Q3 2018. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,698 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $39.8K.
  • MassMutual Private Wealth & Trust first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2018 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Blackrock Municipal 2020 Term Trust position peaked at $40K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.