Bank of Montreal
BSD

Bank of Montreal’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Bank of Montreal’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
2020
Q1 		– Sell
-420
Closed -$6K – 5004
2019
Q4 		$6K Buy
+420
New +$5.96K ﹤0.01% 4683

Other funds holding BSD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of Montreal's BSD Position: Q1 2020 in Review

Bank of Montreal sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2020, closing a stake of 420 shares — an estimated $6K sold.

Bank of Montreal first reported a position in BSD in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 19 funds tracked by Wall St. Rank hold BSD as of Q1 2020.

  • Bank of Montreal reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2020 after selling out during the quarter.
  • Bank of Montreal sold 420 The BlackRock Strategic Municipal Trust shares in Q1 2020, an estimated $6K.
  • Bank of Montreal first reported a position in The BlackRock Strategic Municipal Trust in Q4 2019 and held it in 1 quarter.
  • Bank of Montreal's The BlackRock Strategic Municipal Trust position peaked at $6K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.