Doliver Advisors’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Doliver Advisors’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 Q2	–	Sell	-10,160	Closed	-$135K	–	390
2018 Q1	$135K	Sell	10,160 -1,681	-14%	-$22.5K	0.06%	296
2017 Q4	$161K	Buy	+11,841	New	+$163K	0.06%	261
2015 Q1	–	Sell	-13,022	Closed	-$189K	–	322
2014 Q4	$189K	Sell	13,022 -5,844	-31%	-$85K	0.13%	181
2014 Q3	$270K	Buy	18,866 +1,134	+6%	+$16.4K	0.19%	203
2014 Q2	$249K	Sell	17,732 -9,901	-36%	-$137K	0.22%	164
2014 Q1	$370K	Sell	27,633 -7,011	-20%	-$92.9K	0.24%	148
2013 Q4	$438K	Buy	34,644 +17,650	+104%	+$220K	0.28%	144
2013 Q3	$221K	Buy	+16,994	New	+$223K	0.14%	270

Other funds holding BZM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Doliver Advisors's BZM Position: Q2 2018 in Review

Doliver Advisors sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q2 2018, closing a stake of 10,160 shares — an estimated $135K sold.

Doliver Advisors first reported a position in BZM in Q3 2013 and held it in 8 quarters. The position peaked at $438K in Q4 2013. 13 funds tracked by Wall St. Rank hold BZM as of Q2 2018.

Doliver Advisors reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q2 2018 after selling out during the quarter.
Doliver Advisors sold 10,160 BlackRock Maryland Municipal Bond Trust shares in Q2 2018, an estimated $135K.
Doliver Advisors first reported a position in BlackRock Maryland Municipal Bond Trust in Q3 2013 and held it in 8 quarters.
Doliver Advisors's BlackRock Maryland Municipal Bond Trust position peaked at $438K in Q4 2013.
13 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q2 2018.

Based on Doliver Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.