AG
BFY

Advisor Group’s BlackRock New York Municipal Income Trust II BFY Stock Holding History

Advisor Group’s Portfolio BFY Stock Details BFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,100
Closed -$33K – 5248
2017
Q3 		$33K Hold
2,100
– – ﹤0.01% 3256
2017
Q2 		$31K Hold
2,100
– – ﹤0.01% 3189
2017
Q1 		$31K Hold
2,100
– – ﹤0.01% 3074
2016
Q4 		$30K Hold
2,100
– – ﹤0.01% 2985
2016
Q3 		$36K Hold
2,100
– – ﹤0.01% 2782
2016
Q2 		$36K Buy
+2,100
New +$35K ﹤0.01% 2664

Other funds holding BFY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's BFY Position: Q4 2017 in Review

Advisor Group sold out of BlackRock New York Municipal Income Trust II (BFY) in Q4 2017, closing a stake of 2,100 shares — an estimated $33K sold.

Advisor Group first reported a position in BFY in Q2 2016 and held it in 6 quarters. The position peaked at $36K in Q3 2016. 13 funds tracked by Wall St. Rank hold BFY as of Q4 2017.

  • Advisor Group reported no remaining BlackRock New York Municipal Income Trust II position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 2,100 BlackRock New York Municipal Income Trust II shares in Q4 2017, an estimated $33K.
  • Advisor Group first reported a position in BlackRock New York Municipal Income Trust II in Q2 2016 and held it in 6 quarters.
  • Advisor Group's BlackRock New York Municipal Income Trust II position peaked at $36K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust II as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.