PMFA
BFO

Plante Moran Financial Advisors’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Plante Moran Financial Advisors’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
2015
Q1 		– Sell
-2,025
Closed -$30K – 822
2014
Q4 		$30K Buy
+2,025
New +$30.5K 0.02% 354

Other funds holding BFO

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Plante Moran Financial Advisors's BFO Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q1 2015, closing a stake of 2,025 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in BFO in Q4 2014 and held it in 1 quarter. The position peaked at $30K in Q4 2014. 9 funds tracked by Wall St. Rank hold BFO as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,025 Blackrock Florida Municipal 2020 Term Trust shares in Q1 2015, an estimated $30K.
  • Plante Moran Financial Advisors first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Blackrock Florida Municipal 2020 Term Trust position peaked at $30K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.