IA
BFY

IFP Advisors’s BlackRock New York Municipal Income Trust II BFY Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-1,600
Closed -$25K – 4414
2017
Q3 		$25K Buy
1,600
+600
+60% +$9.17K ﹤0.01% 2469
2017
Q2 		$15K Buy
1,000
+700
+233% +$10.4K ﹤0.01% 2782
2017
Q1 		$4K Buy
+300
New +$4.41K ﹤0.01% 3483

Other funds holding BFY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's BFY Position: Q4 2017 in Review

IFP Advisors sold out of BlackRock New York Municipal Income Trust II (BFY) in Q4 2017, closing a stake of 1,600 shares — an estimated $25K sold.

IFP Advisors first reported a position in BFY in Q1 2017 and held it in 3 quarters. The position peaked at $25K in Q3 2017. 13 funds tracked by Wall St. Rank hold BFY as of Q4 2017.

  • IFP Advisors reported no remaining BlackRock New York Municipal Income Trust II position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,600 BlackRock New York Municipal Income Trust II shares in Q4 2017, an estimated $25K.
  • IFP Advisors first reported a position in BlackRock New York Municipal Income Trust II in Q1 2017 and held it in 3 quarters.
  • IFP Advisors's BlackRock New York Municipal Income Trust II position peaked at $25K in Q3 2017.
  • 13 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust II as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.