Pinnacle Associates’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Pinnacle Associates’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 Q1	–	Sell	-12,760	Closed	-$190K	–	751
2019 Q4	$190K	Sell	12,760 -205	-2%	-$3.08K	﹤0.01%	681
2019 Q3	$196K	Hold	12,965	–	–	﹤0.01%	670
2019 Q2	$195K	Sell	12,965 -1,210	-9%	-$18.2K	﹤0.01%	675
2019 Q1	$213K	Sell	14,175 -800	-5%	-$12K	﹤0.01%	669
2018 Q4	$221K	Buy	14,975 +155	+1%	+$2.29K	0.01%	630
2018 Q3	$220K	Hold	14,820	–	–	﹤0.01%	659
2018 Q2	$223K	Buy	+14,820	New	+$224K	﹤0.01%	651

Other funds holding BKK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

OCA

Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

Pinnacle Associates's BKK Position: Q1 2020 in Review

Pinnacle Associates sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 12,760 shares — an estimated $190K sold.

Pinnacle Associates first reported a position in BKK in Q2 2018 and held it in 7 quarters. The position peaked at $223K in Q2 2018. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

Pinnacle Associates reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
Pinnacle Associates sold 12,760 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $190K.
Pinnacle Associates first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 7 quarters.
Pinnacle Associates's Blackrock Municipal 2020 Term Trust position peaked at $223K in Q2 2018.
57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on Pinnacle Associates's 13F filing for Q1 2020, filed 13 May 2020.