Osaic Holdings
BKK

Osaic Holdings’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Osaic Holdings’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
-83,500
Closed -$1.25M – 6834
2020
Q3 		$1.25M Hold
83,500
– – ﹤0.01% 1651
2020
Q2 		$1.25M Buy
83,500
+6,500
+8% +$96.6K ﹤0.01% 1584
2020
Q1 		$1.13M Buy
+77,000
New +$1.14M ﹤0.01% 1455

Other funds holding BKK

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

Osaic Holdings's BKK Position: Q4 2020 in Review

Osaic Holdings sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 83,500 shares — an estimated $1.25M sold.

Osaic Holdings first reported a position in BKK in Q1 2020 and held it in 3 quarters. The position peaked at $1.25M in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Osaic Holdings reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Osaic Holdings sold 83,500 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $1.25M.
  • Osaic Holdings first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2020 and held it in 3 quarters.
  • Osaic Holdings's Blackrock Municipal 2020 Term Trust position peaked at $1.25M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Osaic Holdings's 13F filing for Q4 2020, filed 10 Feb 2021.