Tortoise Investment Management’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Tortoise Investment 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
2020 Q3	–	Sell	-3,898	Closed	-$58K	–	554
2020 Q2	$58K	Sell	3,898 -602	-13%	-$8.78K	0.02%	209
2020 Q1	$65K	Sell	4,500 -2,800	-38%	-$40.5K	0.02%	203
2019 Q4	$106K	Sell	7,300 -4,651	-39%	-$67.5K	0.03%	187
2019 Q3	$172K	Sell	11,951 -7,900	-40%	-$114K	0.04%	148
2019 Q2	$286K	Sell	19,851 -1,049	-5%	-$15.1K	0.07%	124
2019 Q1	$299K	Buy	20,900 +4,500	+27%	+$64K	0.08%	115
2018 Q4	$230K	Hold	16,400	–	–	0.06%	130
2018 Q3	$234K	Buy	16,400 +2,300	+16%	+$32.8K	0.06%	129
2018 Q2	$201K	Buy	14,100 +2,800	+25%	+$40K	0.06%	133
2018 Q1	$161K	Buy	+11,300	New	+$162K	0.04%	148

Other funds holding BFO

KIM

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

MSL

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OCA

Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return

IAP

Indie Asset Partners Carmel, Indiana $87.8M AUM 27.76% 1-Year Est. Return

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

HCM

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

Tortoise Investment Management's BFO Position: Q3 2020 in Review

Tortoise Investment Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2020, closing a stake of 3,898 shares — an estimated $58K sold.

Tortoise Investment Management first reported a position in BFO in Q1 2018 and held it in 10 quarters. The position peaked at $299K in Q1 2019. 21 funds tracked by Wall St. Rank hold BFO as of Q3 2020.

Tortoise Investment Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2020 after selling out during the quarter.
Tortoise Investment Management sold 3,898 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2020, an estimated $58K.
Tortoise Investment Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q1 2018 and held it in 10 quarters.
Tortoise Investment Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $299K in Q1 2019.
21 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2020.

Based on Tortoise Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.