SWM
BKK

SeaCrest Wealth Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-5,200
Closed -$78K – 2197
2019
Q1 		$78K Sell
5,200
-1,150
-18% -$17.2K 0.01% 789
2018
Q4 		$94K Sell
6,350
-1,110
-15% -$16.4K 0.02% 679
2018
Q3 		$111K Hold
7,460
– – 0.02% 713
2018
Q2 		$112K Buy
7,460
+1,190
+19% +$18K 0.02% 687
2018
Q1 		$95K Buy
6,270
+450
+8% +$6.84K 0.02% 721
2017
Q4 		$87K Buy
+5,820
New +$89K 0.02% 769

Other funds holding BKK

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
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
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SeaCrest Wealth Management's BKK Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q2 2019, closing a stake of 5,200 shares — an estimated $78K sold.

SeaCrest Wealth Management first reported a position in BKK in Q4 2017 and held it in 6 quarters. The position peaked at $112K in Q2 2018. 49 funds tracked by Wall St. Rank hold BKK as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,200 Blackrock Municipal 2020 Term Trust shares in Q2 2019, an estimated $78K.
  • SeaCrest Wealth Management first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Blackrock Municipal 2020 Term Trust position peaked at $112K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.