PP
BKK

Palladium Partners’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Palladium Partners’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
2014
Q2 		– Sell
-2,300
Closed -$38K – 535
2014
Q1 		$38K Buy
+2,300
New +$37.4K ﹤0.01% 372
2013
Q4 		– Sell
-2,300
Closed -$37K – 557
2013
Q3 		$37K Hold
2,300
– – ﹤0.01% 370
2013
Q2 		$37K Buy
+2,300
New +$38.1K ﹤0.01% 371

Other funds holding BKK

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

Palladium Partners's BKK Position: Q2 2014 in Review

Palladium Partners sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2014, closing a stake of 2,300 shares — an estimated $38K sold.

Palladium Partners first reported a position in BKK in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q1 2014. 29 funds tracked by Wall St. Rank hold BKK as of Q2 2014.

  • Palladium Partners reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 2,300 Blackrock Municipal 2020 Term Trust shares in Q2 2014, an estimated $38K.
  • Palladium Partners first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Blackrock Municipal 2020 Term Trust position peaked at $38K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.