BW
BFY

Boaz Weinstein’s BlackRock New York Municipal Income Trust II BFY Stock Holding History

Boaz Weinstein’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
2019
Q3 		– Sell
-113,583
Closed -$1.57M – 119
2019
Q2 		$1.57M Sell
113,583
-8,722
-7% -$120K 0.07% 89
2019
Q1 		$1.66M Sell
122,305
-22,883
-16% -$299K 0.07% 92
2018
Q4 		$1.8M Buy
145,188
+33,154
+30% +$411K 0.06% 102
2018
Q3 		$1.43M Buy
+112,034
New +$1.43M 0.07% 75

Other funds holding BFY

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boaz Weinstein's BFY Position: Q3 2019 in Review

Boaz Weinstein sold out of BlackRock New York Municipal Income Trust II (BFY) in Q3 2019, closing a stake of 113,583 shares — an estimated $1.57M sold.

Boaz Weinstein first reported a position in BFY in Q3 2018 and held it in 4 quarters. The position peaked at $1.8M in Q4 2018. 15 funds tracked by Wall St. Rank hold BFY as of Q3 2019.

  • Boaz Weinstein reported no remaining BlackRock New York Municipal Income Trust II position as of Q3 2019 after selling out during the quarter.
  • Boaz Weinstein sold 113,583 BlackRock New York Municipal Income Trust II shares in Q3 2019, an estimated $1.57M.
  • Boaz Weinstein first reported a position in BlackRock New York Municipal Income Trust II in Q3 2018 and held it in 4 quarters.
  • Boaz Weinstein's BlackRock New York Municipal Income Trust II position peaked at $1.8M in Q4 2018.
  • 15 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust II as of Q3 2019.

Based on Saba Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.