Sit Investment Associates’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Sit Investment Associates’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	-10,508	Closed	-$150K	–	573
2018 Q2	$150K	Hold	10,508	–	–	﹤0.01%	492
2018 Q1	$150K	Sell	10,508 -14,530	-58%	-$208K	﹤0.01%	497
2017 Q4	$361K	Sell	25,038 -22,632	-47%	-$337K	0.01%	445
2017 Q3	$717K	Hold	47,670	–	–	0.02%	393
2017 Q2	$719K	Hold	47,670	–	–	0.02%	387
2017 Q1	$719K	Hold	47,670	–	–	0.02%	383
2016 Q4	$716K	Buy	47,670 +8,508	+22%	+$128K	0.02%	364
2016 Q3	$600K	Buy	39,162 +20,377	+108%	+$309K	0.02%	344
2016 Q2	$285K	Buy	18,785 +9,002	+92%	+$136K	0.01%	376
2016 Q1	$148K	Buy	+9,783	New	+$147K	﹤0.01%	410

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

Sit Investment Associates's BFO Position: Q3 2018 in Review

Sit Investment Associates sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2018, closing a stake of 10,508 shares — an estimated $150K sold.

Sit Investment Associates first reported a position in BFO in Q1 2016 and held it in 10 quarters. The position peaked at $719K in Q2 2017. 18 funds tracked by Wall St. Rank hold BFO as of Q3 2018.

Sit Investment Associates reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2018 after selling out during the quarter.
Sit Investment Associates sold 10,508 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2018, an estimated $150K.
Sit Investment Associates first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q1 2016 and held it in 10 quarters.
Sit Investment Associates's Blackrock Florida Municipal 2020 Term Trust position peaked at $719K in Q2 2017.
18 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2018.

Based on Sit Investment Associates's 13F filing for Q3 2018, filed 14 Nov 2018.