SIC
BKK

Samalin Investment Counsel’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Samalin Investment Counsel’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
-1,000
Closed -$14K – 564
2019
Q4 		$14K Buy
+1,000
New +$15K 0.01% 412

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 0.66% 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

Samalin Investment Counsel's BKK Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Samalin Investment Counsel first reported a position in BKK in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,000 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $14K.
  • Samalin Investment Counsel first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Blackrock Municipal 2020 Term Trust position peaked at $14K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.