LTFS
BZM

Ladenburg Thalmann Financial Services’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		– Sell
-2,416
Closed -$35K – 4621
2014
Q3 		$35K Hold
2,416
– – ﹤0.01% 2267
2014
Q2 		$34K Hold
2,416
– – ﹤0.01% 2292
2014
Q1 		$32K Hold
2,416
– – ﹤0.01% 2264
2013
Q4 		$31K Buy
2,416
+23
+1% +$287 ﹤0.01% 2261
2013
Q3 		$31K Buy
2,393
+33
+1% +$434 ﹤0.01% 2168
2013
Q2 		$34K Buy
+2,360
New +$37.9K ﹤0.01% 2000

Other funds holding BZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BZM Position: Q4 2014 in Review

Ladenburg Thalmann Financial Services sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q4 2014, closing a stake of 2,416 shares — an estimated $35K sold.

Ladenburg Thalmann Financial Services first reported a position in BZM in Q2 2013 and held it in 6 quarters. The position peaked at $35K in Q3 2014. 9 funds tracked by Wall St. Rank hold BZM as of Q4 2014.

  • Ladenburg Thalmann Financial Services reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q4 2014 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 2,416 BlackRock Maryland Municipal Bond Trust shares in Q4 2014, an estimated $35K.
  • Ladenburg Thalmann Financial Services first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2013 and held it in 6 quarters.
  • Ladenburg Thalmann Financial Services's BlackRock Maryland Municipal Bond Trust position peaked at $35K in Q3 2014.
  • 9 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q4 2014.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2014, filed 13 Feb 2015.