WIC
BKK

Whitegate Investment Counselors’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Whitegate Investment Counselors’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
-10,250
Closed -$154K – 214
2020
Q3 		$154K Sell
10,250
-2,450
-19% -$36.8K 0.03% 192
2020
Q2 		$191K Hold
12,700
– – 0.04% 187
2020
Q1 		$186K Hold
12,700
– – 0.05% 173
2019
Q4 		$189K Sell
12,700
-6,775
-35% -$102K 0.03% 196
2019
Q3 		$294K Hold
19,475
– – 0.06% 161
2019
Q2 		$293K Sell
19,475
-900
-4% -$13.5K 0.06% 162
2019
Q1 		$306K Sell
20,375
-600
-3% -$8.97K 0.06% 158
2018
Q4 		$310K Sell
20,975
-12,125
-37% -$179K 0.07% 152
2018
Q3 		$491K Hold
33,100
– – 0.1% 134
2018
Q2 		$499K Buy
33,100
+3,250
+11% +$49.2K 0.1% 131
2018
Q1 		$450K Buy
29,850
+650
+2% +$9.88K 0.1% 135
2017
Q4 		$438K Buy
29,200
+950
+3% +$14.5K 0.09% 135
2017
Q3 		$442K Hold
28,250
– – 0.1% 133
2017
Q2 		$446K Buy
28,250
+1,100
+4% +$17.4K 0.1% 130
2017
Q1 		$428K Buy
27,150
+5,350
+25% +$83.5K 0.1% 130
2016
Q4 		$331K Buy
21,800
+5,400
+33% +$85.7K 0.09% 131
2016
Q3 		$270K Hold
16,400
– – 0.07% 140
2016
Q2 		$268K Buy
+16,400
New +$264K 0.07% 134
2014
Q1 		$190K Buy
+11,750
New +$191K 0.05% 143

Other funds holding BKK

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

Whitegate Investment Counselors's BKK Position: Q4 2020 in Review

Whitegate Investment Counselors sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q4 2020, closing a stake of 10,250 shares — an estimated $154K sold.

Whitegate Investment Counselors first reported a position in BKK in Q1 2014 and held it in 19 quarters. The position peaked at $499K in Q2 2018. 1 fund tracked by Wall St. Rank holds BKK as of Q4 2020.

  • Whitegate Investment Counselors reported no remaining Blackrock Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,250 Blackrock Municipal 2020 Term Trust shares in Q4 2020, an estimated $154K.
  • Whitegate Investment Counselors first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2014 and held it in 19 quarters.
  • Whitegate Investment Counselors's Blackrock Municipal 2020 Term Trust position peaked at $499K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q4 2020.

Based on Whitegate Investment Counselors's 13F filing for Q4 2020, filed 25 Jan 2021.