SG Americas Securities
BKK

SG Americas Securities’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

SG Americas Securities’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
Q1 		– Sell
-24,166
Closed -$362K – 3774
2017
Q4 		$362K Buy
+24,166
New +$370K ﹤0.01% 2054
2017
Q1 		– Sell
-32,740
Closed -$497K – 3779
2016
Q4 		$497K Buy
+32,740
New +$520K ﹤0.01% 1707
2016
Q1 		– Sell
-8,649
Closed -$137K – 3468
2015
Q4 		$137K Buy
+8,649
New +$136K ﹤0.01% 2278
2015
Q1 		– Sell
-9,823
Closed -$161K – 3473
2014
Q4 		$161K Buy
+9,823
New +$158K ﹤0.01% 2601
2014
Q1 		– Sell
-10,388
Closed -$164K – 3058
2013
Q4 		$164K Buy
+10,388
New +$165K ﹤0.01% 2146

Other funds holding BKK

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

SG Americas Securities's BKK Position: Q1 2018 in Review

SG Americas Securities sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2018, closing a stake of 24,166 shares — an estimated $362K sold.

SG Americas Securities first reported a position in BKK in Q4 2013 and held it in 5 quarters. The position peaked at $497K in Q4 2016. 45 funds tracked by Wall St. Rank hold BKK as of Q1 2018.

  • SG Americas Securities reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2018 after selling out during the quarter.
  • SG Americas Securities sold 24,166 Blackrock Municipal 2020 Term Trust shares in Q1 2018, an estimated $362K.
  • SG Americas Securities first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2013 and held it in 5 quarters.
  • SG Americas Securities's Blackrock Municipal 2020 Term Trust position peaked at $497K in Q4 2016.
  • 45 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2018.

Based on SG Americas Securities's 13F filing for Q1 2018, filed 3 May 2018.