BWFA
BZM

Baltimore-Washington Financial Advisors’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Baltimore-Washington Financial Advisors’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
2013
Q4 		– Sell
-2,754
Closed -$36K – 339
2013
Q3 		$36K Hold
2,754
– – 0.01% 136
2013
Q2 		$40K Buy
+2,754
New +$44.2K 0.02% 116

Other funds holding BZM

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baltimore-Washington Financial Advisors's BZM Position: Q4 2013 in Review

Baltimore-Washington Financial Advisors sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q4 2013, closing a stake of 2,754 shares — an estimated $36K sold.

Baltimore-Washington Financial Advisors first reported a position in BZM in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 9 funds tracked by Wall St. Rank hold BZM as of Q4 2013.

  • Baltimore-Washington Financial Advisors reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q4 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,754 BlackRock Maryland Municipal Bond Trust shares in Q4 2013, an estimated $36K.
  • Baltimore-Washington Financial Advisors first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's BlackRock Maryland Municipal Bond Trust position peaked at $40K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q4 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2013, filed 14 Jan 2014.