Advisor Group’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Advisor Group’s Portfolio BZM Stock Details BZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,404	Closed	-$21K	–	5615
2019 Q2	$21K	Hold	1,404	–	–	﹤0.01%	3968
2019 Q1	$21K	Hold	1,404	–	–	﹤0.01%	3966
2018 Q4	$18K	Sell	1,404 -250	-15%	-$3.33K	﹤0.01%	3902
2018 Q3	$23K	Hold	1,654	–	–	﹤0.01%	3812
2018 Q2	$22K	Hold	1,654	–	–	﹤0.01%	3673
2018 Q1	$22K	Hold	1,654	–	–	﹤0.01%	3645
2017 Q4	$23K	Hold	1,654	–	–	﹤0.01%	3649
2017 Q3	$23K	Hold	1,654	–	–	﹤0.01%	3497
2017 Q2	$24K	Hold	1,654	–	–	﹤0.01%	3404
2017 Q1	$23K	Hold	1,654	–	–	﹤0.01%	3303
2016 Q4	$23K	Sell	1,654 -2,346	-59%	-$35.9K	﹤0.01%	3151
2016 Q3	$64K	Hold	4,000	–	–	﹤0.01%	2331
2016 Q2	$63K	Buy	+4,000	New	+$63.3K	﹤0.01%	2250

Other funds holding BZM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

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

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Advisor Group's BZM Position: Q3 2019 in Review

Advisor Group sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q3 2019, closing a stake of 1,404 shares — an estimated $21K sold.

Advisor Group first reported a position in BZM in Q2 2016 and held it in 13 quarters. The position peaked at $64K in Q3 2016. 11 funds tracked by Wall St. Rank hold BZM as of Q3 2019.

Advisor Group reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 1,404 BlackRock Maryland Municipal Bond Trust shares in Q3 2019, an estimated $21K.
Advisor Group first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2016 and held it in 13 quarters.
Advisor Group's BlackRock Maryland Municipal Bond Trust position peaked at $64K in Q3 2016.
11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.