WAM
BKK

Wolverine Asset Management’s Blackrock Municipal 2020 Term Trust BKK Stock Holding History

Wolverine Asset Management’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
2016
Q3 		– Sell
-4,060
Closed -$66K – 1477
2016
Q2 		$66K Buy
4,060
+67
+2% +$1.08K ﹤0.01% 1016
2016
Q1 		$64K Buy
+3,993
New +$63.8K ﹤0.01% 830

Other funds holding BKK

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 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
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wolverine Asset Management's BKK Position: Q3 2016 in Review

Wolverine Asset Management sold out of Blackrock Municipal 2020 Term Trust (BKK) in Q3 2016, closing a stake of 4,060 shares — an estimated $66K sold.

Wolverine Asset Management first reported a position in BKK in Q1 2016 and held it in 2 quarters. The position peaked at $66K in Q2 2016. 39 funds tracked by Wall St. Rank hold BKK as of Q3 2016.

  • Wolverine Asset Management reported no remaining Blackrock Municipal 2020 Term Trust position as of Q3 2016 after selling out during the quarter.
  • Wolverine Asset Management sold 4,060 Blackrock Municipal 2020 Term Trust shares in Q3 2016, an estimated $66K.
  • Wolverine Asset Management first reported a position in Blackrock Municipal 2020 Term Trust in Q1 2016 and held it in 2 quarters.
  • Wolverine Asset Management's Blackrock Municipal 2020 Term Trust position peaked at $66K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Blackrock Municipal 2020 Term Trust as of Q3 2016.

Based on Wolverine Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.