Sigma Planning Corp’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Sigma Planning Corp’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	-19,743	Closed	-$294K	–	1148
2019 Q4	$294K	Buy	+19,743	New	+$296K	0.01%	810
2019 Q3	–	Sell	-13,893	Closed	-$209K	–	1095
2019 Q2	$209K	Hold	13,893	–	–	0.01%	902
2019 Q1	$209K	Buy	13,893 +1,893	+16%	+$28.3K	0.01%	840
2018 Q4	$177K	Buy	+12,000	New	+$178K	0.01%	784

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

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

Sigma Planning Corp's BKK Position: Q1 2020 in Review

Sigma Planning Corp sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2020, closing a stake of 19,743 shares — an estimated $294K sold.

Sigma Planning Corp first reported a position in BKK in Q4 2018 and held it in 4 quarters. The position peaked at $294K in Q4 2019. 57 funds tracked by Wall St. Rank hold BKK as of Q1 2020.

Sigma Planning Corp reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 19,743 Blackrock Municipal 2020 Term Trust shares in Q1 2020, an estimated $294K.
Sigma Planning Corp first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2018 and held it in 4 quarters.
Sigma Planning Corp's Blackrock Municipal 2020 Term Trust position peaked at $294K in Q4 2019.
57 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.