PCP
BKK

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

Proficio Capital 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
2020
Q4 		– Sell
-23,835
Closed -$358K – 202
2020
Q3 		$358K Buy
23,835
+12,939
+119% +$194K 0.06% 111
2020
Q2 		$164K Hold
10,896
– – 0.03% 164
2020
Q1 		$160K Hold
10,896
– – 0.04% 148
2019
Q4 		$162K Sell
10,896
-17,620
-62% -$264K 0.05% 130
2019
Q3 		$430K Hold
28,516
– – 0.16% 75
2019
Q2 		$429K Hold
28,516
– – 0.15% 91
2019
Q1 		$428K Sell
28,516
-3,335
-10% -$49.9K 0.15% 83
2018
Q4 		$470K Hold
31,851
– – 0.21% 72
2018
Q3 		$472K Sell
31,851
-2,000
-6% -$30K 0.16% 76
2018
Q2 		$510K Hold
33,851
– – 0.21% 76
2018
Q1 		$510K Buy
33,851
+7,000
+26% +$106K 0.15% 83
2017
Q4 		$403K Buy
26,851
+6,115
+29% +$93.5K 0.13% 86
2017
Q3 		$325K Buy
20,736
+12,735
+159% +$200K 0.13% 97
2017
Q2 		$126K Hold
8,001
– – 0.05% 219
2017
Q1 		$127K Buy
+8,001
New +$125K 0.06% 208

Other funds holding BKK

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

Proficio Capital Partners's BKK Position: Q4 2020 in Review

Proficio Capital Partners sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 23,835 shares — an estimated $358K sold.

Proficio Capital Partners first reported a position in BKK in Q1 2017 and held it in 15 quarters. The position peaked at $510K in Q2 2018. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Proficio Capital Partners reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Proficio Capital Partners sold 23,835 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $358K.
  • Proficio Capital Partners first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2017 and held it in 15 quarters.
  • Proficio Capital Partners's Blackrock Municipal 2020 Term Trust position peaked at $510K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Proficio Capital Partners's 13F filing for Q4 2020, filed 11 Feb 2021.