SFS
BKK

Sowell Financial Services’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-6,710
Closed -$101K – 2969
2020
Q3 		$101K Hold
6,710
– – 0.01% 970
2020
Q2 		$101K Hold
6,710
– – 0.01% 969
2020
Q1 		$98K Hold
6,710
– – 0.01% 847
2019
Q4 		$100K Sell
6,710
-850
-11% -$12.8K 0.01% 922
2019
Q3 		$114K Buy
+7,560
New +$114K 0.01% 789
2018
Q4 		– Sell
-18,720
Closed -$277K – 563
2018
Q3 		$277K Hold
18,720
– – 0.04% 277
2018
Q2 		$281K Hold
18,720
– – 0.06% 233
2018
Q1 		$284K Hold
18,720
– – 0.07% 222
2017
Q4 		$284K Hold
18,720
– – 0.07% 216
2017
Q3 		$286K Hold
18,720
– – 0.07% 204
2017
Q2 		$294K Hold
18,720
– – 0.08% 191
2017
Q1 		$297K Hold
18,720
– – 0.09% 191
2016
Q4 		$293K Buy
+18,720
New +$297K 0.1% 155

Other funds holding BKK

WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Sowell Financial Services's BKK Position: Q4 2020 in Review

Sowell Financial Services sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 6,710 shares — an estimated $101K sold.

Sowell Financial Services first reported a position in BKK in Q4 2016 and held it in 13 quarters. The position peaked at $297K in Q1 2017. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Sowell Financial Services reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 6,710 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $101K.
  • Sowell Financial Services first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2016 and held it in 13 quarters.
  • Sowell Financial Services's Blackrock Municipal 2020 Term Trust position peaked at $297K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.