Tower Research Capital (TRC)’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Tower Research Capital (TRC)’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
2017 Q3	–	Sell	-35	Closed	-$1K	–	4478
2017 Q2	$1K	Buy	+35	New	+$554	﹤0.01%	2611
2016 Q2	–	Sell	-151	Closed	-$2K	–	5556
2016 Q1	$2K	Buy	151 +51	+51%	+$815	﹤0.01%	3593
2015 Q4	$2K	Buy	+100	New	+$1.58K	﹤0.01%	3972
2014 Q4	–	Sell	-991	Closed	-$16K	–	5529
2014 Q3	$16K	Buy	991 +351	+55%	+$5.75K	﹤0.01%	2525
2014 Q2	$10K	Buy	640 +568	+789%	+$9.42K	﹤0.01%	2416
2014 Q1	$1K	Sell	72 -1,704	-96%	-$27.7K	﹤0.01%	4370
2013 Q4	$28K	Buy	1,776 +1,088	+158%	+$17.3K	﹤0.01%	1978
2013 Q3	$11K	Sell	688 -497	-42%	-$8.03K	﹤0.01%	3190
2013 Q2	$19K	Buy	+1,185	New	+$19.6K	﹤0.01%	1798

Other funds holding BKK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LFR

Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tower Research Capital (TRC)'s BKK Position: Q3 2017 in Review

Tower Research Capital (TRC) sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2017, closing a stake of 35 shares — an estimated $1K sold.

Tower Research Capital (TRC) first reported a position in BKK in Q2 2013 and held it in 9 quarters. The position peaked at $28K in Q4 2013. 43 funds tracked by Wall St. Rank hold BKK as of Q3 2017.

Tower Research Capital (TRC) reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2017 after selling out during the quarter.
Tower Research Capital (TRC) sold 35 Blackrock Municipal 2020 Term Trust shares in Q3 2017, an estimated $1K.
Tower Research Capital (TRC) first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2013 and held it in 9 quarters.
Tower Research Capital (TRC)'s Blackrock Municipal 2020 Term Trust position peaked at $28K in Q4 2013.
43 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2017.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2017, filed 14 Nov 2017.