DWM
BFO

Dakota Wealth Management’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Dakota Wealth 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
Q4 		– Sell
-14,158
Closed -$209K – 347
2020
Q3 		$209K Hold
14,158
– – 0.03% 263
2020
Q2 		$209K Hold
14,158
– – 0.04% 251
2020
Q1 		$204K Hold
14,158
– – 0.04% 233
2019
Q4 		$205K Hold
14,158
– – 0.03% 290
2019
Q3 		$204K Hold
14,158
– – 0.04% 283
2019
Q2 		$204K Hold
14,158
– – 0.04% 269
2019
Q1 		$203K Hold
14,158
– – 0.04% 281
2018
Q4 		$198K Buy
14,158
+3,949
+39% +$55.6K 0.04% 262
2018
Q3 		$145K Buy
+10,209
New +$145K 0.03% 272

Dakota Wealth Management's BFO Position: Q4 2020 in Review

Dakota Wealth Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q4 2020, closing a stake of 14,158 shares — an estimated $209K sold.

Dakota Wealth Management first reported a position in BFO in Q3 2018 and held it in 9 quarters. The position peaked at $209K in Q3 2020. 0 funds tracked by Wall St. Rank hold BFO as of Q4 2020.

  • Dakota Wealth Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 14,158 Blackrock Florida Municipal 2020 Term Trust shares in Q4 2020, an estimated $209K.
  • Dakota Wealth Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q3 2018 and held it in 9 quarters.
  • Dakota Wealth Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $209K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q4 2020.

Based on Dakota Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.