GSC
BZM

Ground Swell Capital’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$4K Sell
261
-39
-13% -$563 0.01% 1676
2014
Q2 		$4K Buy
+300
New +$4.14K 0.01% 1267

Other funds holding BZM

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ground Swell Capital's BZM Position: Q3 2014 in Review

Ground Swell Capital reduced its BlackRock Maryland Municipal Bond Trust (BZM) stake by 13% in Q3 2014, selling an estimated $563 and leaving 261 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #1676.

Ground Swell Capital first reported a position in BZM in Q2 2014 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BZM as of Q3 2014.

  • Ground Swell Capital held 261 shares of BlackRock Maryland Municipal Bond Trust worth $4K as of Q3 2014.
  • Ground Swell Capital sold 39 BlackRock Maryland Municipal Bond Trust shares in Q3 2014, an estimated $563.
  • BlackRock Maryland Municipal Bond Trust made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1676 holding.
  • Ground Swell Capital first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2014 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.