NFG
BKK

Next Financial Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Next Financial 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
2019
Q3 		– Sell
-3,367
Closed -$51K – 2515
2019
Q2 		$51K Buy
+3,367
New +$50.7K 0.01% 1159
2019
Q1 		– Sell
-3,367
Closed -$50K – 2309
2018
Q4 		$50K Buy
+3,367
New +$49.8K 0.01% 803
2017
Q4 		– Sell
-3,367
Closed -$52K – 1763
2017
Q3 		$52K Hold
3,367
– – 0.01% 692
2017
Q2 		$53K Hold
3,367
– – 0.01% 768
2017
Q1 		$53K Sell
3,367
-360
-10% -$5.62K 0.01% 704
2016
Q4 		$57K Hold
3,727
– – 0.01% 911
2016
Q3 		$61K Buy
3,727
+360
+11% +$5.92K 0.01% 860
2016
Q2 		$54K Hold
3,367
– – 0.02% 637
2016
Q1 		$54K Hold
3,367
– – 0.02% 605
2015
Q4 		$53K Hold
3,367
– – 0.02% 603
2015
Q3 		$52K Hold
3,367
– – 0.02% 623
2015
Q2 		$52K Hold
3,367
– – 0.02% 655
2015
Q1 		$55K Buy
+3,367
New +$55.4K 0.02% 639
2014
Q4 		– Sell
-359
Closed -$6K – 2695
2014
Q3 		$6K Sell
359
-1
-0.3% -$16 ﹤0.01% 2030
2014
Q2 		$6K Buy
+360
New +$5.97K ﹤0.01% 906

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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Next Financial Group's BKK Position: Q3 2019 in Review

Next Financial Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2019, closing a stake of 3,367 shares — an estimated $51K sold.

Next Financial Group first reported a position in BKK in Q2 2014 and held it in 15 quarters. The position peaked at $61K in Q3 2016. 48 funds tracked by Wall St. Rank hold BKK as of Q3 2019.

  • Next Financial Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 3,367 Blackrock Municipal 2020 Term Trust shares in Q3 2019, an estimated $51K.
  • Next Financial Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's Blackrock Municipal 2020 Term Trust position peaked at $61K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.