KAS
BSD

Kestra Advisory Services’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Kestra Advisory Services’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
2021
Q1 		– Sell
-26,981
Closed -$383K – 2111
2020
Q4 		$383K Buy
+26,981
New +$372K ﹤0.01% 1343

Other funds holding BSD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Kestra Advisory Services's BSD Position: Q1 2021 in Review

Kestra Advisory Services sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2021, closing a stake of 26,981 shares — an estimated $383K sold.

Kestra Advisory Services first reported a position in BSD in Q4 2020 and held it in 1 quarter. The position peaked at $383K in Q4 2020. 22 funds tracked by Wall St. Rank hold BSD as of Q1 2021.

  • Kestra Advisory Services reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 26,981 The BlackRock Strategic Municipal Trust shares in Q1 2021, an estimated $383K.
  • Kestra Advisory Services first reported a position in The BlackRock Strategic Municipal Trust in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's The BlackRock Strategic Municipal Trust position peaked at $383K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.