Cambridge Investment Research Advisors
BSD

Cambridge Investment Research Advisors’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Cambridge Investment Research Advisors’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
2014
Q4 		– Sell
-10,480
Closed -$139K – 1512
2014
Q3 		$139K Buy
+10,480
New +$139K ﹤0.01% 1370
2013
Q3 		– Sell
-12,175
Closed -$159K – 1238
2013
Q2 		$159K Buy
+12,175
New +$174K 0.01% 1004

Other funds holding BSD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors's BSD Position: Q4 2014 in Review

Cambridge Investment Research Advisors sold out of The BlackRock Strategic Municipal Trust (BSD) in Q4 2014, closing a stake of 10,480 shares — an estimated $139K sold.

Cambridge Investment Research Advisors first reported a position in BSD in Q2 2013 and held it in 2 quarters. The position peaked at $159K in Q2 2013. 25 funds tracked by Wall St. Rank hold BSD as of Q4 2014.

  • Cambridge Investment Research Advisors reported no remaining The BlackRock Strategic Municipal Trust position as of Q4 2014 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,480 The BlackRock Strategic Municipal Trust shares in Q4 2014, an estimated $139K.
  • Cambridge Investment Research Advisors first reported a position in The BlackRock Strategic Municipal Trust in Q2 2013 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's The BlackRock Strategic Municipal Trust position peaked at $159K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q4 2014.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.