WAM
BFO

Wolverine Asset Management’s Blackrock Florida Municipal 2020 Term Trust BFO Stock Holding History

Wolverine Asset 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
2016
Q3 		– Sell
-15,503
Closed -$234K – 1399
2016
Q2 		$234K Buy
15,503
+9,829
+173% +$149K ﹤0.01% 844
2016
Q1 		$86K Buy
+5,674
New +$85.5K ﹤0.01% 785

Other funds holding BFO

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Asset Management's BFO Position: Q3 2016 in Review

Wolverine Asset Management sold out of Blackrock Florida Municipal 2020 Term Trust (BFO) in Q3 2016, closing a stake of 15,503 shares — an estimated $234K sold.

Wolverine Asset Management first reported a position in BFO in Q1 2016 and held it in 2 quarters. The position peaked at $234K in Q2 2016. 13 funds tracked by Wall St. Rank hold BFO as of Q3 2016.

  • Wolverine Asset Management reported no remaining Blackrock Florida Municipal 2020 Term Trust position as of Q3 2016 after selling out during the quarter.
  • Wolverine Asset Management sold 15,503 Blackrock Florida Municipal 2020 Term Trust shares in Q3 2016, an estimated $234K.
  • Wolverine Asset Management first reported a position in Blackrock Florida Municipal 2020 Term Trust in Q1 2016 and held it in 2 quarters.
  • Wolverine Asset Management's Blackrock Florida Municipal 2020 Term Trust position peaked at $234K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held Blackrock Florida Municipal 2020 Term Trust as of Q3 2016.

Based on Wolverine Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.