LPL Financial’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

LPL Financial’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
2017 Q2	–	Sell	-10,885	Closed	-$164K	–	3026
2017 Q1	$164K	Hold	10,885	–	–	﹤0.01%	2534
2016 Q4	$163K	Hold	10,885	–	–	﹤0.01%	2525
2016 Q3	$167K	Buy	10,885 +550	+5%	+$8.35K	﹤0.01%	2448
2016 Q2	$157K	Sell	10,335 -10,335	-50%	-$157K	﹤0.01%	2431
2016 Q1	$314K	Buy	20,670 +60	+0.3%	+$904	﹤0.01%	2478
2015 Q4	$310K	Buy	+20,610	New	+$308K	﹤0.01%	2511

Other funds holding BFO

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial's BFO Position: Q2 2017 in Review

LPL Financial sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q2 2017, closing a stake of 10,885 shares — an estimated $164K sold.

LPL Financial first reported a position in BFO in Q4 2015 and held it in 6 quarters. The position peaked at $314K in Q1 2016. 14 funds tracked by Wall St. Rank hold BFO as of Q2 2017.

LPL Financial reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q2 2017 after selling out during the quarter.
LPL Financial sold 10,885 Blackrock Florida Municipal 2020 Term Trust shares in Q2 2017, an estimated $164K.
LPL Financial first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q4 2015 and held it in 6 quarters.
LPL Financial's Blackrock Florida Municipal 2020 Term Trust position peaked at $314K in Q1 2016.
14 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.