PFS
BKK

Prospera Financial Services’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Prospera Financial Services’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
-16,122
Closed -$242K – 1760
2020
Q3 		$242K Sell
16,122
-29,120
-64% -$438K 0.09% 193
2020
Q2 		$680K Sell
45,242
-2,006
-4% -$29.8K 0.06% 300
2020
Q1 		$693K Buy
47,248
+465
+1% +$6.9K 0.07% 252
2019
Q4 		$697K Buy
46,783
+3,328
+8% +$50K 0.05% 314
2019
Q3 		$656K Buy
43,455
+790
+2% +$11.9K 0.07% 241
2019
Q2 		$644K Buy
+42,665
New +$642K 0.07% 238
2019
Q1 		– Sell
-26,737
Closed -$396K – 471
2018
Q4 		$396K Buy
26,737
+3,980
+17% +$58.9K 0.08% 239
2018
Q3 		$340K Sell
22,757
-4,171
-15% -$62.5K 0.06% 287
2018
Q2 		$406K Buy
26,928
+13,498
+101% +$204K 0.06% 273
2018
Q1 		$203K Buy
+13,430
New +$204K 0.03% 416

Other funds holding BKK

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

Prospera Financial Services's BKK Position: Q4 2020 in Review

Prospera Financial Services sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 16,122 shares — an estimated $242K sold.

Prospera Financial Services first reported a position in BKK in Q1 2018 and held it in 10 quarters. The position peaked at $697K in Q4 2019. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Prospera Financial Services reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 16,122 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $242K.
  • Prospera Financial Services first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2018 and held it in 10 quarters.
  • Prospera Financial Services's Blackrock Municipal 2020 Term Trust position peaked at $697K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.