Squarepoint
BKK

Squarepoint’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Squarepoint’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
-11,103
Closed -$167K – 2497
2017
Q4 		$167K Buy
+11,103
New +$170K ﹤0.01% 1848

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 $252M AUM 14.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Squarepoint's BKK Position: Q1 2018 in Review

Squarepoint sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2018, closing a stake of 11,103 shares — an estimated $167K sold.

Squarepoint first reported a position in BKK in Q4 2017 and held it in 1 quarter. The position peaked at $167K in Q4 2017. 45 funds tracked by Wall St. Rank hold BKK as of Q1 2018.

  • Squarepoint reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2018 after selling out during the quarter.
  • Squarepoint sold 11,103 Blackrock Municipal 2020 Term Trust shares in Q1 2018, an estimated $167K.
  • Squarepoint first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2017 and held it in 1 quarter.
  • Squarepoint's Blackrock Municipal 2020 Term Trust position peaked at $167K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2018.

Based on Squarepoint's 13F filing for Q1 2018, filed 15 May 2018.