UR
BFO

USCA RIA’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

USCA RIA’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
2016
Q2 		– Sell
-12,731
Closed -$193K – 397
2016
Q1 		$193K Hold
12,731
– – 0.04% 328
2015
Q4 		$190K Hold
12,731
– – 0.04% 340
2015
Q3 		$190K Buy
12,731
+23
+0.2% +$341 0.05% 333
2015
Q2 		$188K Sell
12,708
-937
-7% -$14K 0.05% 325
2015
Q1 		$206K Buy
+13,645
New +$206K 0.06% 313

Other funds holding BFO

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USCA RIA's BFO Position: Q2 2016 in Review

USCA RIA sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q2 2016, closing a stake of 12,731 shares — an estimated $193K sold.

USCA RIA first reported a position in BFO in Q1 2015 and held it in 5 quarters. The position peaked at $206K in Q1 2015. 12 funds tracked by Wall St. Rank hold BFO as of Q2 2016.

  • USCA RIA reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q2 2016 after selling out during the quarter.
  • USCA RIA sold 12,731 Blackrock Florida Municipal 2020 Term Trust shares in Q2 2016, an estimated $193K.
  • USCA RIA first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q1 2015 and held it in 5 quarters.
  • USCA RIA's Blackrock Florida Municipal 2020 Term Trust position peaked at $206K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q2 2016.

Based on USCA RIA's 13F filing for Q2 2016, filed 15 Aug 2016.