DAS
BSD

Dynamic Advisor Solutions’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-17,967
Closed -$257K – 799
2020
Q4 		$257K Hold
17,967
– – 0.02% 536
2020
Q3 		$239K Hold
17,967
– – 0.03% 485
2020
Q2 		$236K Hold
17,967
– – 0.03% 433
2020
Q1 		$231K Buy
17,967
+986
+6% +$13.7K 0.04% 379
2019
Q4 		$238K Buy
16,981
+351
+2% +$4.98K 0.03% 464
2019
Q3 		$239K Hold
16,630
– – 0.04% 423
2019
Q2 		$238K Hold
16,630
– – 0.04% 416
2019
Q1 		$222K Hold
16,630
– – 0.04% 357
2018
Q4 		$210K Hold
16,630
– – 0.04% 347
2018
Q3 		$204K Hold
16,630
– – 0.04% 371
2018
Q2 		$210K Hold
16,630
– – 0.05% 366
2018
Q1 		$211K Buy
+16,630
New +$219K 0.05% 325

Other funds holding BSD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Dynamic Advisor Solutions's BSD Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2021, closing a stake of 17,967 shares — an estimated $257K sold.

Dynamic Advisor Solutions first reported a position in BSD in Q1 2018 and held it in 12 quarters. The position peaked at $257K in Q4 2020. 22 funds tracked by Wall St. Rank hold BSD as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 17,967 The BlackRock Strategic Municipal Trust shares in Q1 2021, an estimated $257K.
  • Dynamic Advisor Solutions first reported a position in The BlackRock Strategic Municipal Trust in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's The BlackRock Strategic Municipal Trust position peaked at $257K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.