Northwestern Mutual Wealth Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Northwestern Mutual Wealth 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	-300	Closed	-$5K	–	2984
2020 Q3	$5K	Hold	300	–	–	﹤0.01%	2200
2020 Q2	$5K	Buy	+300	New	+$4.46K	﹤0.01%	2090
2016 Q3	–	Sell	-225	Closed	-$4K	–	2029
2016 Q2	$4K	Buy	225 +213	+1,775%	+$3.44K	﹤0.01%	1720
2016 Q1	$0	Hold	12	–	–	﹤0.01%	2405
2015 Q4	$0	Hold	12	–	–	﹤0.01%	2036
2015 Q3	$0	Hold	12	–	–	﹤0.01%	1985
2015 Q2	$0	Hold	12	–	–	﹤0.01%	1803
2015 Q1	$0	Buy	+12	New	+$197	﹤0.01%	2027

Other funds holding BKK

WIA

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

Northwestern Mutual Wealth Management's BKK Position: Q4 2020 in Review

Northwestern Mutual Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 300 shares — an estimated $5K sold.

Northwestern Mutual Wealth Management first reported a position in BKK in Q1 2015 and held it in 8 quarters. The position peaked at $5K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

Northwestern Mutual Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 300 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $5K.
Northwestern Mutual Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2015 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $5K in Q3 2020.
1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.