CRC
BFO

Curi RMB Capital’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Curi RMB Capital’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
2016
Q3 		– Sell
-18,507
Closed -$280K – 533
2016
Q2 		$280K Buy
+18,507
New +$280K 0.01% 361

Other funds holding BFO

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curi RMB Capital's BFO Position: Q3 2016 in Review

Curi RMB Capital sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2016, closing a stake of 18,507 shares — an estimated $280K sold.

Curi RMB Capital first reported a position in BFO in Q2 2016 and held it in 1 quarter. The position peaked at $280K in Q2 2016. 13 funds tracked by Wall St. Rank hold BFO as of Q3 2016.

  • Curi RMB Capital reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2016 after selling out during the quarter.
  • Curi RMB Capital sold 18,507 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2016, an estimated $280K.
  • Curi RMB Capital first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q2 2016 and held it in 1 quarter.
  • Curi RMB Capital's Blackrock Florida Municipal 2020 Term Trust position peaked at $280K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2016.

Based on Curi RMB Capital's 13F filing for Q3 2016, filed 2 Nov 2016.