Doliver Advisors’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Doliver 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
2018 Q3	–	Sell	-10,452	Closed	-$132K	–	326
2018 Q2	$132K	Sell	10,452 -2,419	-19%	-$30.5K	0.06%	279
2018 Q1	$163K	Buy	+12,871	New	+$169K	0.07%	263
2016 Q4	–	Sell	-11,137	Closed	-$166K	–	272
2016 Q3	$166K	Buy	+11,137	New	+$169K	0.14%	163
2014 Q4	–	Sell	-16,283	Closed	-$216K	–	308
2014 Q3	$216K	Buy	+16,283	New	+$215K	0.15%	222
2014 Q1	–	Sell	-22,132	Closed	-$268K	–	265
2013 Q4	$268K	Buy	+22,132	New	+$270K	0.17%	189
2013 Q3	–	Sell	-39,453	Closed	-$516K	–	388
2013 Q2	$516K	Buy	+39,453	New	+$565K	0.3%	142

Other funds holding BSD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors's BSD Position: Q3 2018 in Review

Doliver Advisors sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2018, closing a stake of 10,452 shares — an estimated $132K sold.

Doliver Advisors first reported a position in BSD in Q2 2013 and held it in 6 quarters. The position peaked at $516K in Q2 2013. 29 funds tracked by Wall St. Rank hold BSD as of Q3 2018.

Doliver Advisors reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 10,452 The BlackRock Strategic Municipal Trust shares in Q3 2018, an estimated $132K.
Doliver Advisors first reported a position in The BlackRock Strategic Municipal Trust in Q2 2013 and held it in 6 quarters.
Doliver Advisors's The BlackRock Strategic Municipal Trust position peaked at $516K in Q2 2013.
29 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.