NFG
BFO

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

Next Financial Group’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
Q4 		– Sell
-5,500
Closed -$83K – 1591
2017
Q3 		$83K Hold
5,500
– – 0.02% 552
2017
Q2 		$83K Hold
5,500
– – 0.02% 605
2017
Q1 		$83K Buy
5,500
+2,000
+57% +$30.1K 0.02% 557
2016
Q4 		$53K Hold
3,500
– – 0.01% 941
2016
Q3 		$54K Buy
+3,500
New +$53.1K 0.01% 917

Other funds holding BFO

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
HCM
Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Next Financial Group's BFO Position: Q4 2017 in Review

Next Financial Group sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q4 2017, closing a stake of 5,500 shares — an estimated $83K sold.

Next Financial Group first reported a position in BFO in Q3 2016 and held it in 5 quarters. The position peaked at $83K in Q3 2017. 15 funds tracked by Wall St. Rank hold BFO as of Q4 2017.

  • Next Financial Group reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 5,500 Blackrock Florida Municipal 2020 Term Trust shares in Q4 2017, an estimated $83K.
  • Next Financial Group first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q3 2016 and held it in 5 quarters.
  • Next Financial Group's Blackrock Florida Municipal 2020 Term Trust position peaked at $83K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.