Morgan Stanley’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-32,413
| Closed | -$478K | – | 7235 |
|
|
2020
Q3 | $478K | Sell |
32,413
-700
| -2% | -$10.3K | ﹤0.01% | 4674 |
|
|
2020
Q2 | $489K | Hold |
33,113
| – | – | ﹤0.01% | 4610 |
|
|
2020
Q1 | $478K | Buy |
33,113
+12,280
| +59% | +$178K | ﹤0.01% | 4397 |
|
|
2019
Q4 | $301K | Buy |
20,833
+6,300
| +43% | +$91.5K | ﹤0.01% | 5216 |
|
|
2019
Q3 | $209K | Sell |
14,533
-9,890
| -40% | -$142K | ﹤0.01% | 5106 |
|
|
2019
Q2 | $352K | Buy |
24,423
+12
| +0% | +$172 | ﹤0.01% | 4778 |
|
|
2019
Q1 | $349K | Buy |
24,411
+15
| +0.1% | +$213 | ﹤0.01% | 4768 |
|
|
2018
Q4 | $343K | Buy |
24,396
+1,326
| +6% | +$18.7K | ﹤0.01% | 5032 |
|
|
2018
Q3 | $328K | Sell |
23,070
-7,985
| -26% | -$114K | ﹤0.01% | 5226 |
|
|
2018
Q2 | $443K | Buy |
31,055
+10
| +0% | +$143 | ﹤0.01% | 5181 |
|
|
2018
Q1 | $442K | Sell |
31,045
-1,160
| -4% | -$16.6K | ﹤0.01% | 5074 |
|
|
2017
Q4 | $464K | Sell |
32,205
-3,521
| -10% | -$52.4K | ﹤0.01% | 5018 |
|
|
2017
Q3 | $538K | Sell |
35,726
-430
| -1% | -$6.48K | ﹤0.01% | 4839 |
|
|
2017
Q2 | $546K | Buy |
36,156
+8,832
| +32% | +$134K | ﹤0.01% | 4744 |
|
|
2017
Q1 | $413K | Buy |
27,324
+738
| +3% | +$11.1K | ﹤0.01% | 4953 |
|
|
2016
Q4 | $399K | Buy |
26,586
+2,957
| +13% | +$44.6K | ﹤0.01% | 5054 |
|
|
2016
Q3 | $362K | Buy |
23,629
+8,386
| +55% | +$127K | ﹤0.01% | 4714 |
|
|
2016
Q2 | $231K | Buy |
15,243
+12
| +0.1% | +$182 | ﹤0.01% | 4865 |
|
|
2016
Q1 | $231K | Buy |
15,231
+3,000
| +25% | +$45.2K | ﹤0.01% | 4894 |
|
|
2015
Q4 | $182K | Hold |
12,231
| – | – | ﹤0.01% | 5137 |
|
|
2015
Q3 | $182K | Hold |
12,231
| – | – | ﹤0.01% | 5129 |
|
|
2015
Q2 | $181K | Hold |
12,231
| – | – | ﹤0.01% | 5294 |
|
|
2015
Q1 | $185K | Sell |
12,231
-6,400
| -34% | -$96.7K | ﹤0.01% | 5253 |
|
|
2014
Q4 | $280K | Sell |
18,631
-3,000
| -14% | -$45.2K | ﹤0.01% | 5043 |
|
|
2014
Q3 | $324K | Sell |
21,631
-500
| -2% | -$7.59K | ﹤0.01% | 4862 |
|
|
2014
Q2 | $342K | Sell |
22,131
-3,235
| -13% | -$49.4K | ﹤0.01% | 4864 |
|
|
2014
Q1 | $383K | Sell |
25,366
-265
| -1% | -$4.02K | ﹤0.01% | 4734 |
|
|
2013
Q4 | $388K | Buy |
25,631
+1,831
| +8% | +$27.7K | ﹤0.01% | 4632 |
|
|
2013
Q3 | $362K | Sell |
23,800
-1,300
| -5% | -$19.7K | ﹤0.01% | 4547 |
|
|
2013
Q2 | $396K | Buy |
+25,100
| New | +$392K | ﹤0.01% | 4420 |
|
Morgan Stanley's BFO Position: Q4 2020 in Review
Morgan Stanley sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q4 2020, closing a stake of 32,413 shares — an estimated $478K sold.
Morgan Stanley first reported a position in BFO in Q2 2013 and held it in 30 quarters. The position peaked at $546K in Q2 2017. 0 funds tracked by Wall St. Rank hold BFO as of Q4 2020.
- Morgan Stanley reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q4 2020 after selling out during the quarter.
- Morgan Stanley sold 32,413 Blackrock Florida Municipal 2020 Term Trust shares in Q4 2020, an estimated $478K.
- Morgan Stanley first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q2 2013 and held it in 30 quarters.
- Morgan Stanley's Blackrock Florida Municipal 2020 Term Trust position peaked at $546K in Q2 2017.
- 0 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q4 2020.
Based on Morgan Stanley's 13F filing for Q4 2020, filed 16 Feb 2021.