First National Bank of South Miami’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

First National Bank of South Miami’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	-1,527	Closed	-$22K	–	307
2019 Q3	$22K	Hold	1,527	–	–	0.02%	215
2019 Q2	$22K	Hold	1,527	–	–	0.02%	218
2019 Q1	$20K	Hold	1,527	–	–	0.02%	222
2018 Q4	$19K	Buy	+1,527	New	+$18.2K	0.02%	226

Other funds holding BSD

AAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

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

First National Bank of South Miami's BSD Position: Q4 2019 in Review

First National Bank of South Miami sold out of The BlackRock Strategic Municipal Trust (BSD) in Q4 2019, closing a stake of 1,527 shares — an estimated $22K sold.

First National Bank of South Miami first reported a position in BSD in Q4 2018 and held it in 4 quarters. The position peaked at $22K in Q3 2019. 22 funds tracked by Wall St. Rank hold BSD as of Q4 2019.

First National Bank of South Miami reported no remaining The BlackRock Strategic Municipal Trust position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 1,527 The BlackRock Strategic Municipal Trust shares in Q4 2019, an estimated $22K.
First National Bank of South Miami first reported a position in The BlackRock Strategic Municipal Trust in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's The BlackRock Strategic Municipal Trust position peaked at $22K in Q3 2019.
22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.