Ipswich Investment Management’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Ipswich Investment Management’s Portfolio MHE Stock Details MHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,000	Closed	-$11K	–	441
2018 Q4	$11K	Buy	+1,000	New	+$11.6K	﹤0.01%	370
2016 Q2	–	Sell	-1,000	Closed	-$15K	–	385
2016 Q1	$15K	Buy	+1,000	New	+$14K	0.01%	308

Other funds holding MHE

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

SIA

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

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

Ipswich Investment Management's MHE Position: Q1 2019 in Review

Ipswich Investment Management sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q1 2019, closing a stake of 1,000 shares — an estimated $11K sold.

Ipswich Investment Management first reported a position in MHE in Q1 2016 and held it in 2 quarters. The position peaked at $15K in Q1 2016. 11 funds tracked by Wall St. Rank hold MHE as of Q1 2019.

Ipswich Investment Management reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q1 2019 after selling out during the quarter.
Ipswich Investment Management sold 1,000 BlackRock Massachusetts Tax-Exempt Trust shares in Q1 2019, an estimated $11K.
Ipswich Investment Management first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q1 2016 and held it in 2 quarters.
Ipswich Investment Management's BlackRock Massachusetts Tax-Exempt Trust position peaked at $15K in Q1 2016.
11 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.