FWM
BFO

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

FSA 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
Q3 		– Sell
-317
Closed -$5K – 399
2020
Q2 		$5K Hold
317
– – ﹤0.01% 334
2020
Q1 		$5K Hold
317
– – ﹤0.01% 311
2019
Q4 		$5K Buy
+317
New +$4.6K ﹤0.01% 405

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
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 $87.8M AUM 27.76% 1-Year Est. Return
Morgan Stanley
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

FSA Wealth Management's BFO Position: Q3 2020 in Review

FSA Wealth Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2020, closing a stake of 317 shares — an estimated $5K sold.

FSA Wealth Management first reported a position in BFO in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 21 funds tracked by Wall St. Rank hold BFO as of Q3 2020.

  • FSA Wealth Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 317 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2020, an estimated $5K.
  • FSA Wealth Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $5K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.