NCM
BKK

Narwhal Capital Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Narwhal Capital 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
-13,732
Closed -$206K – 164
2020
Q3 		$206K Sell
13,732
-2,650
-16% -$39.8K 0.03% 132
2020
Q2 		$246K Hold
16,382
– – 0.04% 123
2020
Q1 		$240K Sell
16,382
-950
-5% -$14.1K 0.05% 116
2019
Q4 		$258K Hold
17,332
– – 0.05% 124
2019
Q3 		$262K Hold
17,332
– – 0.05% 122
2019
Q2 		$261K Hold
17,332
– – 0.05% 120
2019
Q1 		$260K Sell
17,332
-66
-0.4% -$987 0.06% 130
2018
Q4 		$257K Hold
17,398
– – 0.06% 127
2018
Q3 		$258K Buy
+17,398
New +$261K 0.06% 133

Other funds holding BKK

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

Narwhal Capital Management's BKK Position: Q4 2020 in Review

Narwhal Capital Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 13,732 shares — an estimated $206K sold.

Narwhal Capital Management first reported a position in BKK in Q3 2018 and held it in 9 quarters. The position peaked at $262K in Q3 2019. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Narwhal Capital Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Narwhal Capital Management sold 13,732 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $206K.
  • Narwhal Capital Management first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2018 and held it in 9 quarters.
  • Narwhal Capital Management's Blackrock Municipal 2020 Term Trust position peaked at $262K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Narwhal Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.