SG
BKK

StoneX Group’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

StoneX Group’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
2019
Q1 		– Sell
-10,779
Closed -$159K – 238
2018
Q4 		$159K Sell
10,779
-6,700
-38% -$99.1K 0.15% 193
2018
Q3 		$259K Buy
17,479
+6,700
+62% +$100K 0.19% 190
2018
Q2 		$163K Buy
+10,779
New +$163K 0.14% 219

Other funds holding BKK

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

StoneX Group's BKK Position: Q1 2019 in Review

StoneX Group sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 10,779 shares — an estimated $159K sold.

StoneX Group first reported a position in BKK in Q2 2018 and held it in 3 quarters. The position peaked at $259K in Q3 2018. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

  • StoneX Group reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
  • StoneX Group sold 10,779 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $159K.
  • StoneX Group first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2018 and held it in 3 quarters.
  • StoneX Group's Blackrock Municipal 2020 Term Trust position peaked at $259K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on StoneX Group's 13F filing for Q1 2019, filed 5 Apr 2019.