IFP Advisors
BZM

IFP Advisors’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

IFP Advisors’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
2016
Q4 		– Sell
-720
Closed -$11K – 4340
2016
Q3 		$11K Buy
+720
New +$11.5K ﹤0.01% 2807

Other funds holding BZM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Sandy Spring Bank
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's BZM Position: Q4 2016 in Review

IFP Advisors sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q4 2016, closing a stake of 720 shares — an estimated $11K sold.

IFP Advisors first reported a position in BZM in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 11 funds tracked by Wall St. Rank hold BZM as of Q4 2016.

  • IFP Advisors reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 720 BlackRock Maryland Municipal Bond Trust shares in Q4 2016, an estimated $11K.
  • IFP Advisors first reported a position in BlackRock Maryland Municipal Bond Trust in Q3 2016 and held it in 1 quarter.
  • IFP Advisors's BlackRock Maryland Municipal Bond Trust position peaked at $11K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.