Advisory Services Network’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Advisory Services Network’s Portfolio BFO Stock Details BFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,329	Closed	-$33K	–	2673
2018 Q2	$33K	Sell	2,329 -171	-7%	-$2.44K	﹤0.01%	1366
2018 Q1	$36K	Hold	2,500	–	–	﹤0.01%	1441
2017 Q4	$36K	Hold	2,500	–	–	﹤0.01%	1419
2017 Q3	$38K	Hold	2,500	–	–	﹤0.01%	1211
2017 Q2	$38K	Hold	2,500	–	–	0.01%	1141
2017 Q1	$38K	Buy	+2,500	New	+$37.6K	0.01%	1069
2016 Q3	$38K	Buy	+2,500	New	+$38K	0.01%	949

Other funds holding BFO

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HCM

Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's BFO Position: Q3 2018 in Review

Advisory Services Network sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2018, closing a stake of 2,329 shares — an estimated $33K sold.

Advisory Services Network first reported a position in BFO in Q3 2016 and held it in 7 quarters. The position peaked at $38K in Q3 2017. 18 funds tracked by Wall St. Rank hold BFO as of Q3 2018.

Advisory Services Network reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
Advisory Services Network sold 2,329 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2018, an estimated $33K.
Advisory Services Network first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q3 2016 and held it in 7 quarters.
Advisory Services Network's Blackrock Florida Municipal 2020 Term Trust position peaked at $38K in Q3 2017.
18 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2018.

Based on Advisory Services Network's 13F filing for Q3 2018, filed 2 Nov 2018.