Burt Wealth Advisors’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Burt Wealth 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
2019 Q3	–	Sell	-167	Closed	-$2K	–	358
2019 Q2	$2K	Hold	167	–	–	﹤0.01%	330
2019 Q1	$2K	Hold	167	–	–	﹤0.01%	340
2018 Q4	$2K	Hold	167	–	–	﹤0.01%	337
2018 Q3	$2K	Hold	167	–	–	﹤0.01%	367
2018 Q2	$2K	Hold	167	–	–	﹤0.01%	352
2018 Q1	$2K	Hold	167	–	–	﹤0.01%	359
2017 Q4	$2K	Hold	167	–	–	﹤0.01%	354
2017 Q3	$2K	Hold	167	–	–	﹤0.01%	333
2017 Q2	$2K	Hold	167	–	–	﹤0.01%	375
2017 Q1	$2K	Hold	167	–	–	﹤0.01%	331
2016 Q4	$2K	Hold	167	–	–	﹤0.01%	357
2016 Q3	$2K	Hold	167	–	–	﹤0.01%	358
2016 Q2	$2K	Hold	167	–	–	﹤0.01%	370
2016 Q1	$3K	Hold	167	–	–	﹤0.01%	442
2015 Q4	$2K	Hold	167	–	–	﹤0.01%	474
2015 Q3	$2K	Hold	167	–	–	﹤0.01%	351
2015 Q2	$2K	Hold	167	–	–	﹤0.01%	361
2015 Q1	$3K	Hold	167	–	–	﹤0.01%	312
2014 Q4	$2K	Buy	+167	New	+$2.43K	﹤0.01%	322

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

Burt Wealth Advisors's BZM Position: Q3 2019 in Review

Burt Wealth Advisors sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q3 2019, closing a stake of 167 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BZM in Q4 2014 and held it in 19 quarters. The position peaked at $3K in Q1 2016. 11 funds tracked by Wall St. Rank hold BZM as of Q3 2019.

Burt Wealth Advisors reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q3 2019 after selling out during the quarter.
Burt Wealth Advisors sold 167 BlackRock Maryland Municipal Bond Trust shares in Q3 2019, an estimated $2K.
Burt Wealth Advisors first reported a position in BlackRock Maryland Municipal Bond Trust in Q4 2014 and held it in 19 quarters.
Burt Wealth Advisors's BlackRock Maryland Municipal Bond Trust position peaked at $3K in Q1 2016.
11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q3 2019.

Based on Burt Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.