RIA
BKK

Realta Investment Advisors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Realta Investment Advisors’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
-32,051
Closed -$481K – 1635
2019
Q4 		$481K Hold
32,051
– – 0.13% 191
2019
Q3 		$484K Hold
32,051
– – 0.13% 181
2019
Q2 		$482K Hold
32,051
– – 0.13% 176
2019
Q1 		$481K Buy
+32,051
New +$479K 0.22% 135

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
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
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 0.79% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 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

Realta Investment Advisors's BKK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 32,051 shares — an estimated $481K sold.

Realta Investment Advisors first reported a position in BKK in Q1 2019 and held it in 4 quarters. The position peaked at $484K in Q3 2019. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 32,051 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $481K.
  • Realta Investment Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Blackrock Municipal 2020 Term Trust position peaked at $484K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.