SIC
BFY

Samalin Investment Counsel’s BlackRock New York Municipal Income Trust II BFY Stock Holding History

Samalin Investment Counsel’s Portfolio BFY Stock Details BFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,800
Closed -$25K – 563
2019
Q4 		$25K Buy
+1,800
New +$25.8K 0.02% 354

Other funds holding BFY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Samalin Investment Counsel's BFY Position: Q1 2020 in Review

Samalin Investment Counsel sold out of BlackRock New York Municipal Income Trust II (BFY) in Q1 2020, closing a stake of 1,800 shares — an estimated $25K sold.

Samalin Investment Counsel first reported a position in BFY in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 15 funds tracked by Wall St. Rank hold BFY as of Q1 2020.

  • Samalin Investment Counsel reported no remaining BlackRock New York Municipal Income Trust II position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,800 BlackRock New York Municipal Income Trust II shares in Q1 2020, an estimated $25K.
  • Samalin Investment Counsel first reported a position in BlackRock New York Municipal Income Trust II in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's BlackRock New York Municipal Income Trust II position peaked at $25K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust II as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.