PWMAG
BKK

Pinnacle Wealth Management Advisory Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Pinnacle Wealth Management Advisory 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
Q2 		– Sell
-10,675
Closed -$160K – 195
2019
Q1 		$160K Hold
10,675
– – 0.07% 179
2018
Q4 		$158K Buy
10,675
+205
+2% +$3.03K 0.09% 158
2018
Q3 		$155K Hold
10,470
– – 0.08% 155
2018
Q2 		$158K Buy
+10,470
New +$158K 0.09% 141

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
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 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 $79.5B AUM 27.1% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's BKK Position: Q2 2019 in Review

Pinnacle Wealth Management Advisory Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2019, closing a stake of 10,675 shares — an estimated $160K sold.

Pinnacle Wealth Management Advisory Group first reported a position in BKK in Q2 2018 and held it in 4 quarters. The position peaked at $160K in Q1 2019. 49 funds tracked by Wall St. Rank hold BKK as of Q2 2019.

  • Pinnacle Wealth Management Advisory Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2019 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 10,675 Blackrock Municipal 2020 Term Trust shares in Q2 2019, an estimated $160K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 4 quarters.
  • Pinnacle Wealth Management Advisory Group's Blackrock Municipal 2020 Term Trust position peaked at $160K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2019.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2019, filed 8 Aug 2019.