CRC
BZM

Curi RMB Capital’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Curi RMB Capital’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
2018
Q1 		– Sell
-19,621
Closed -$267K – 1020
2017
Q4 		$267K Sell
19,621
-3,223
-14% -$44.4K 0.01% 746
2017
Q3 		$323K Buy
+22,844
New +$331K 0.01% 584
2017
Q1 		– Sell
-15,945
Closed -$225K – 639
2016
Q4 		$225K Buy
+15,945
New +$244K 0.01% 400
2016
Q1 		– Sell
-10,648
Closed -$159K – 529
2015
Q4 		$159K Buy
+10,648
New +$156K 0.01% 414

Other funds holding BZM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's BZM Position: Q1 2018 in Review

Curi RMB Capital sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q1 2018, closing a stake of 19,621 shares — an estimated $267K sold.

Curi RMB Capital first reported a position in BZM in Q4 2015 and held it in 4 quarters. The position peaked at $323K in Q3 2017. 15 funds tracked by Wall St. Rank hold BZM as of Q1 2018.

  • Curi RMB Capital reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 19,621 BlackRock Maryland Municipal Bond Trust shares in Q1 2018, an estimated $267K.
  • Curi RMB Capital first reported a position in BlackRock Maryland Municipal Bond Trust in Q4 2015 and held it in 4 quarters.
  • Curi RMB Capital's BlackRock Maryland Municipal Bond Trust position peaked at $323K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.