Beese Fulmer Investment Management’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Beese Fulmer Investment Management’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
2020 Q3	–	Sell	-2,000	Closed	-$30K	–	598
2020 Q2	$30K	Buy	+2,000	New	+$29.2K	﹤0.01%	372

Other funds holding BFO

KIM

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

MSL

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

OCA

Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return

IAP

Indie Asset Partners Carmel, Indiana $104M AUM 31.76% 1-Year Est. Return

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

HCM

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

Beese Fulmer Investment Management's BFO Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2020, closing a stake of 2,000 shares — an estimated $30K sold.

Beese Fulmer Investment Management first reported a position in BFO in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 21 funds tracked by Wall St. Rank hold BFO as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 2,000 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2020, an estimated $30K.
Beese Fulmer Investment Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q2 2020 and held it in 1 quarter.
Beese Fulmer Investment Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $30K in Q2 2020.
21 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.