WAM
BKK

Wealthspire Advisors (Maryland)’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Wealthspire Advisors (Maryland)’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
-14,723
Closed -$217K – 2693
2018
Q4 		$217K Hold
14,723
– – 0.02% 385
2018
Q3 		$218K Buy
+14,723
New +$221K 0.02% 435

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 $79.5B AUM 27.1% 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 27.61% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BKK Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q1 2019, closing a stake of 14,723 shares — an estimated $217K sold.

Wealthspire Advisors (Maryland) first reported a position in BKK in Q3 2018 and held it in 2 quarters. The position peaked at $218K in Q3 2018. 46 funds tracked by Wall St. Rank hold BKK as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Blackrock Municipal 2020 Term Trust position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14,723 Blackrock Municipal 2020 Term Trust shares in Q1 2019, an estimated $217K.
  • Wealthspire Advisors (Maryland) first reported a position in Blackrock Municipal 2020 Term Trust in Q3 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Blackrock Municipal 2020 Term Trust position peaked at $218K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.