Baird Financial Group
BSD

Baird Financial Group’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Baird Financial Group’s Portfolio BSD Stock Details BSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,366
Closed -$153K – 1261
2016
Q4 		$153K Sell
11,366
-10,000
-47% -$138K ﹤0.01% 1155
2016
Q3 		$319K Sell
21,366
-2,939
-12% -$44.5K ﹤0.01% 1039
2016
Q2 		$367K Buy
+24,305
New +$371K ﹤0.01% 1000

Other funds holding BSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Baird Financial Group's BSD Position: Q1 2017 in Review

Baird Financial Group sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2017, closing a stake of 11,366 shares — an estimated $153K sold.

Baird Financial Group first reported a position in BSD in Q2 2016 and held it in 3 quarters. The position peaked at $367K in Q2 2016. 22 funds tracked by Wall St. Rank hold BSD as of Q1 2017.

  • Baird Financial Group reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 11,366 The BlackRock Strategic Municipal Trust shares in Q1 2017, an estimated $153K.
  • Baird Financial Group first reported a position in The BlackRock Strategic Municipal Trust in Q2 2016 and held it in 3 quarters.
  • Baird Financial Group's The BlackRock Strategic Municipal Trust position peaked at $367K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.