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

Northwestern Mutual 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
2018 Q3	–	Sell	-10,889	Closed	-$155K	–	2706
2018 Q2	$155K	Buy	10,889 +59	+0.5%	+$842	﹤0.01%	846
2018 Q1	$154K	Buy	10,830 +39	+0.4%	+$559	﹤0.01%	812
2017 Q4	$156K	Buy	10,791 +86	+0.8%	+$1.28K	﹤0.01%	798
2017 Q3	$161K	Buy	10,705 +97	+0.9%	+$1.46K	﹤0.01%	752
2017 Q2	$160K	Buy	10,608 +65	+0.6%	+$983	﹤0.01%	736
2017 Q1	$159K	Buy	10,543 +43	+0.4%	+$647	﹤0.01%	703
2016 Q4	$158K	Buy	+10,500	New	+$158K	﹤0.01%	699

Other funds holding BFO

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HCM

Harvey Capital Management Palm Beach, Florida $439M AUM 37.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's BFO Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2018, closing a stake of 10,889 shares — an estimated $155K sold.

Northwestern Mutual Wealth Management first reported a position in BFO in Q4 2016 and held it in 7 quarters. The position peaked at $161K in Q3 2017. 18 funds tracked by Wall St. Rank hold BFO as of Q3 2018.

Northwestern Mutual Wealth Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 10,889 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2018, an estimated $155K.
Northwestern Mutual Wealth Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q4 2016 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $161K in Q3 2017.
18 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.