GC
BSD

Grimes & Company’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Grimes & Company’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
2016
Q3 		– Sell
-12,800
Closed -$200K – 219
2016
Q2 		$200K Buy
+12,800
New +$196K 0.03% 197

Other funds holding BSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Grimes & Company's BSD Position: Q3 2016 in Review

Grimes & Company sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2016, closing a stake of 12,800 shares — an estimated $200K sold.

Grimes & Company first reported a position in BSD in Q2 2016 and held it in 1 quarter. The position peaked at $200K in Q2 2016. 27 funds tracked by Wall St. Rank hold BSD as of Q3 2016.

  • Grimes & Company reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2016 after selling out during the quarter.
  • Grimes & Company sold 12,800 The BlackRock Strategic Municipal Trust shares in Q3 2016, an estimated $200K.
  • Grimes & Company first reported a position in The BlackRock Strategic Municipal Trust in Q2 2016 and held it in 1 quarter.
  • Grimes & Company's The BlackRock Strategic Municipal Trust position peaked at $200K in Q2 2016.
  • 27 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2016.

Based on Grimes & Company's 13F filing for Q3 2016, filed 24 Oct 2016.