PAG
BKK

Private Advisor Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Private Advisor 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
Q1 		– Sell
-20,842
Closed -$308K – 1641
2018
Q4 		$308K Sell
20,842
-12,153
-37% -$180K 0.01% 1015
2018
Q3 		$489K Buy
32,995
+4,759
+17% +$71.3K 0.01% 1007
2018
Q2 		$428K Buy
+28,236
New +$427K 0.01% 817
2018
Q1 		– Sell
-17,190
Closed -$260K – 1435
2017
Q4 		$260K Buy
17,190
+6,516
+61% +$99.6K 0.01% 941
2017
Q3 		$166K Buy
+10,674
New +$167K ﹤0.01% 1383

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
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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Private Advisor Group's BKK Position: Q1 2019 in Review

Private Advisor Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 20,842 shares — an estimated $308K sold.

Private Advisor Group first reported a position in BKK in Q3 2017 and held it in 5 quarters. The position peaked at $489K in Q3 2018. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

  • Private Advisor Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
  • Private Advisor Group sold 20,842 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $308K.
  • Private Advisor Group first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2017 and held it in 5 quarters.
  • Private Advisor Group's Blackrock Municipal 2020 Term Trust position peaked at $489K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on Private Advisor Group's 13F filing for Q1 2019, filed 13 May 2019.