IFP Advisors’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

IFP Advisors’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
2018 Q3	–	Sell	-1,300	Closed	-$16K	–	4104
2018 Q2	$16K	Sell	1,300 -835	-39%	-$10.5K	﹤0.01%	2625
2018 Q1	$29K	Hold	2,135	–	–	﹤0.01%	2169
2017 Q4	$29K	Sell	2,135 -8,250	-79%	-$115K	﹤0.01%	2195
2017 Q3	$149K	Hold	10,385	–	–	0.01%	1329
2017 Q2	$142K	Hold	10,385	–	–	0.01%	1326
2017 Q1	$139K	Sell	10,385 -150	-1%	-$2.03K	0.01%	1314
2016 Q4	$142K	Sell	10,535 -814	-7%	-$11.3K	0.01%	1232
2016 Q3	$170K	Sell	11,349 -2,485	-18%	-$37.6K	0.01%	1083
2016 Q2	$216K	Buy	+13,834	New	+$211K	0.01%	938
2016 Q1	–	Sell	-8,185	Closed	-$113K	–	3717
2015 Q4	$113K	Buy	+8,185	New	+$111K	0.01%	1118

Other funds holding BSD

AAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's BSD Position: Q3 2018 in Review

IFP Advisors sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2018, closing a stake of 1,300 shares — an estimated $16K sold.

IFP Advisors first reported a position in BSD in Q4 2015 and held it in 10 quarters. The position peaked at $216K in Q2 2016. 29 funds tracked by Wall St. Rank hold BSD as of Q3 2018.

IFP Advisors reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 1,300 The BlackRock Strategic Municipal Trust shares in Q3 2018, an estimated $16K.
IFP Advisors first reported a position in The BlackRock Strategic Municipal Trust in Q4 2015 and held it in 10 quarters.
IFP Advisors's The BlackRock Strategic Municipal Trust position peaked at $216K in Q2 2016.
29 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.