RFA
BKK

Reilly Financial Advisors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Reilly Financial 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
2018
Q3 		– Sell
-3,750
Closed -$57K – 1081
2018
Q2 		$57K Buy
+3,750
New +$56.7K 0.01% 296

Other funds holding BKK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Reilly Financial Advisors's BKK Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2018, closing a stake of 3,750 shares — an estimated $57K sold.

Reilly Financial Advisors first reported a position in BKK in Q2 2018 and held it in 1 quarter. The position peaked at $57K in Q2 2018. 53 funds tracked by Wall St. Rank hold BKK as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 3,750 Blackrock Municipal 2020 Term Trust shares in Q3 2018, an estimated $57K.
  • Reilly Financial Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's Blackrock Municipal 2020 Term Trust position peaked at $57K in Q2 2018.
  • 53 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.