EW
BSD

Evoke Wealth’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Evoke Wealth’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
2019
Q4 		– Sell
-75
Closed -$1.08K – 1535
2019
Q3 		$1.08K Buy
+75
New +$1.07K ﹤0.01% 1302

Other funds holding BSD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Evoke Wealth's BSD Position: Q4 2019 in Review

Evoke Wealth sold out of The BlackRock Strategic Municipal Trust (BSD) in Q4 2019, closing a stake of 75 shares — an estimated $1.08K sold.

Evoke Wealth first reported a position in BSD in Q3 2019 and held it in 1 quarter. The position peaked at $1.08K in Q3 2019. 22 funds tracked by Wall St. Rank hold BSD as of Q4 2019.

  • Evoke Wealth reported no remaining The BlackRock Strategic Municipal Trust position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 75 The BlackRock Strategic Municipal Trust shares in Q4 2019, an estimated $1.08K.
  • Evoke Wealth first reported a position in The BlackRock Strategic Municipal Trust in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's The BlackRock Strategic Municipal Trust position peaked at $1.08K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.