WFA
BKK

Wellspring Financial Advisors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Wellspring Financial Advisors’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
-12,200
Closed -$183K – 102
2020
Q3 		$183K Hold
12,200
– – 0.07% 84
2020
Q2 		$183K Buy
+12,200
New +$181K 0.08% 82

Other funds holding BKK

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

Wellspring Financial Advisors's BKK Position: Q4 2020 in Review

Wellspring Financial Advisors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 12,200 shares — an estimated $183K sold.

Wellspring Financial Advisors first reported a position in BKK in Q2 2020 and held it in 2 quarters. The position peaked at $183K in Q3 2020. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Wellspring Financial Advisors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Wellspring Financial Advisors sold 12,200 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $183K.
  • Wellspring Financial Advisors first reported a position in Blackrock Municipal 2020 Term Trust in Q2 2020 and held it in 2 quarters.
  • Wellspring Financial Advisors's Blackrock Municipal 2020 Term Trust position peaked at $183K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Wellspring Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.