Creative Planning
BSD

Creative Planning’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-2,000
Closed -$27K – 4131
2017
Q2 		$27K Hold
2,000
– – ﹤0.01% 2973
2017
Q1 		$27K Hold
2,000
– – ﹤0.01% 2935
2016
Q4 		$27K Hold
2,000
– – ﹤0.01% 2878
2016
Q3 		$30K Hold
2,000
– – ﹤0.01% 2753
2016
Q2 		$31K Hold
2,000
– – ﹤0.01% 2481
2016
Q1 		$29K Buy
2,000
+1,900
+1,900% +$27K ﹤0.01% 2497
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4289
2015
Q3 		$1K Buy
+100
New +$1.33K ﹤0.01% 4193
2015
Q2 		– Sell
-100
Closed -$1K – 3399
2015
Q1 		$1K Sell
100
-1,000
-91% -$13.9K ﹤0.01% 4104
2014
Q4 		$15K Buy
1,100
+1,000
+1,000% +$13.7K ﹤0.01% 2878
2014
Q3 		$1K Hold
100
– – ﹤0.01% 3899
2014
Q2 		$1K Hold
100
– – ﹤0.01% 3688
2014
Q1 		$1K Buy
+100
New +$1.27K ﹤0.01% 3547

Other funds holding BSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's BSD Position: Q3 2017 in Review

Creative Planning sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2017, closing a stake of 2,000 shares — an estimated $27K sold.

Creative Planning first reported a position in BSD in Q1 2014 and held it in 13 quarters. The position peaked at $31K in Q2 2016. 21 funds tracked by Wall St. Rank hold BSD as of Q3 2017.

  • Creative Planning reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 The BlackRock Strategic Municipal Trust shares in Q3 2017, an estimated $27K.
  • Creative Planning first reported a position in The BlackRock Strategic Municipal Trust in Q1 2014 and held it in 13 quarters.
  • Creative Planning's The BlackRock Strategic Municipal Trust position peaked at $31K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.