Steward Partners Investment Advisory’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Steward Partners Investment Advisory’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	-5,364	Closed	-$81K	–	3086
2020 Q3	$81K	Hold	5,364	–	–	﹤0.01%	1302
2020 Q2	$81K	Buy	5,364 +2,525	+89%	+$37.5K	﹤0.01%	1234
2020 Q1	$41K	Hold	2,839	–	–	﹤0.01%	1347
2019 Q4	$42K	Hold	2,839	–	–	﹤0.01%	1479
2019 Q3	$42K	Hold	2,839	–	–	﹤0.01%	1431
2019 Q2	$42K	Buy	+2,839	New	+$42.7K	﹤0.01%	1406
2018 Q4	–	Sell	-6,541	Closed	-$97K	–	2618
2018 Q3	$97K	Hold	6,541	–	–	﹤0.01%	944
2018 Q2	$99K	Hold	6,541	–	–	0.01%	859
2018 Q1	$98K	Sell	6,541 -11,356	-63%	-$173K	0.01%	783
2017 Q4	$268K	Buy	+17,897	New	+$274K	0.02%	469

Other funds holding BKK

WIA

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

Steward Partners Investment Advisory's BKK Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 5,364 shares — an estimated $81K sold.

Steward Partners Investment Advisory first reported a position in BKK in Q4 2017 and held it in 10 quarters. The position peaked at $268K in Q4 2017. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

Steward Partners Investment Advisory reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,364 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $81K.
Steward Partners Investment Advisory first reported a position in Blackrock Municipal 2020 Term Trust in Q4 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's Blackrock Municipal 2020 Term Trust position peaked at $268K in Q4 2017.
1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.