CW
BSD

Cobiz Wealth’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-2,394
Closed -$31K – 371
2013
Q2 		$31K Buy
+2,394
New +$34.3K 0.01% 203

Other funds holding BSD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cobiz Wealth's BSD Position: Q3 2013 in Review

Cobiz Wealth sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2013, closing a stake of 2,394 shares — an estimated $31K sold.

Cobiz Wealth first reported a position in BSD in Q2 2013 and held it in 1 quarter. The position peaked at $31K in Q2 2013. 21 funds tracked by Wall St. Rank hold BSD as of Q3 2013.

  • Cobiz Wealth reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 2,394 The BlackRock Strategic Municipal Trust shares in Q3 2013, an estimated $31K.
  • Cobiz Wealth first reported a position in The BlackRock Strategic Municipal Trust in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's The BlackRock Strategic Municipal Trust position peaked at $31K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.