Edge Wealth Management LLC - BLACKROCK MUN 2020 TERM TR ownership

BLACKROCK MUN 2020 TERM TR's ticker is BKK and the CUSIP is 09249X109. A total of 50 filers reported holding BLACKROCK MUN 2020 TERM TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of BLACKROCK MUN 2020 TERM TR
ValueSharesWeighting
Q2 2020$135,000
-13.5%
9,000
-15.0%
0.03%
-23.5%
Q1 2020$156,000
-7.1%
10,590
-6.2%
0.03%0.0%
Q4 2019$168,000
-27.9%
11,285
-27.1%
0.03%
-37.0%
Q3 2019$233,000
-3.3%
15,485
-3.1%
0.05%
+1.9%
Q2 2019$241,000
-12.0%
15,975
-12.6%
0.05%
-22.1%
Q1 2019$274,000
+1.5%
18,2750.0%0.07%
-10.5%
Q4 2018$270,000
-0.4%
18,2750.0%0.08%
+16.9%
Q3 2018$271,000
-1.8%
18,2750.0%0.06%
-7.1%
Q2 2018$276,000
-10.7%
18,275
-10.7%
0.07%
-14.6%
Q1 2018$309,000
-8.0%
20,475
-8.9%
0.08%
-13.7%
Q4 2017$336,000
-30.6%
22,475
-27.4%
0.10%
-34.9%
Q3 2017$484,000
+56.1%
30,940
+57.2%
0.15%
+49.0%
Q2 2017$310,000
+127.9%
19,688
+129.0%
0.10%
+108.5%
Q1 2017$136,000
+3.8%
8,5980.0%0.05%
-6.0%
Q4 2016$131,0008,5980.05%
Other shareholders
BLACKROCK MUN 2020 TERM TR shareholders Q3 2020
NameSharesValueWeighting ↓
Lehman Financial Resources, Inc. 125,060$1,875,0000.97%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 111,100$1,668,0000.70%
Silver Lake Advisory, LLC 63,571$954,0000.68%
NWAM LLC 103,007$1,545,0000.39%
Geneva Partners, LLC 27,049$406,0000.30%
Jacobi Capital Management LLC 48,076$728,0000.24%
Proficio Capital Partners LLC 26,851$403,0000.13%
Chicago Partners Investment Group LLC 50,752$761,0000.12%
Roundview Capital LLC 31,560$473,0000.12%
Edge Wealth Management LLC 22,475$336,0000.10%
View complete list of BLACKROCK MUN 2020 TERM TR shareholders