SEI Investments’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

SEI Investments’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	-971	Closed	-$14K	–	3683
2018 Q2	$14K	Hold	971	–	–	﹤0.01%	2915
2018 Q1	$14K	Buy	971 +970	+97,000%	+$13.9K	﹤0.01%	2777
2017 Q4	$0	Hold	1	–	–	﹤0.01%	3575
2017 Q3	$0	Buy	+1	New	+$15	﹤0.01%	3482

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

SEI Investments's BFO Position: Q3 2018 in Review

SEI Investments sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2018, closing a stake of 971 shares — an estimated $14K sold.

SEI Investments first reported a position in BFO in Q3 2017 and held it in 4 quarters. The position peaked at $14K in Q2 2018. 18 funds tracked by Wall St. Rank hold BFO as of Q3 2018.

SEI Investments reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 971 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2018, an estimated $14K.
SEI Investments first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q3 2017 and held it in 4 quarters.
SEI Investments's Blackrock Florida Municipal 2020 Term Trust position peaked at $14K in Q2 2018.
18 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.