LPL Financial
BSD

LPL Financial’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

LPL Financial’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
-10,201
Closed -$146K – 4191
2020
Q4 		$146K Buy
+10,201
New +$141K ﹤0.01% 3609
2020
Q3 		– Sell
-11,750
Closed -$154K – 3672
2020
Q2 		$154K Sell
11,750
-934
-7% -$11.7K ﹤0.01% 3197
2020
Q1 		$163K Buy
12,684
+302
+2% +$4.21K ﹤0.01% 2874
2019
Q4 		$174K Sell
12,382
-2,640
-18% -$37.4K ﹤0.01% 3138
2019
Q3 		$216K Buy
+15,022
New +$215K ﹤0.01% 2939
2017
Q2 		– Sell
-16,434
Closed -$221K – 3021
2017
Q1 		$221K Buy
16,434
+1,331
+9% +$18K ﹤0.01% 2430
2016
Q4 		$205K Sell
15,103
-5,600
-27% -$77.5K ﹤0.01% 2468
2016
Q3 		$304K Buy
20,703
+950
+5% +$14.4K ﹤0.01% 2109
2016
Q2 		$307K Sell
19,753
-22,655
-53% -$346K ﹤0.01% 2053
2016
Q1 		$625K Buy
42,408
+17,734
+72% +$252K ﹤0.01% 2006
2015
Q4 		$344K Buy
24,674
+6,915
+39% +$94.2K ﹤0.01% 2445
2015
Q3 		$242K Buy
17,759
+824
+5% +$11K ﹤0.01% 2378
2015
Q2 		$222K Buy
16,935
+1,133
+7% +$15.4K ﹤0.01% 2551
2015
Q1 		$219K Sell
15,802
-18,123
-53% -$252K ﹤0.01% 2485
2014
Q4 		$478K Sell
33,925
-4,329
-11% -$59.4K ﹤0.01% 1804
2014
Q3 		$511K Buy
38,254
+664
+2% +$8.78K ﹤0.01% 1764
2014
Q2 		$508K Sell
37,590
-1,300
-3% -$17.4K ﹤0.01% 1791
2014
Q1 		$499K Buy
38,890
+1,142
+3% +$14.5K ﹤0.01% 1749
2013
Q4 		$458K Buy
37,748
+14,754
+64% +$180K ﹤0.01% 1783
2013
Q3 		$282K Buy
22,994
+5,194
+29% +$64.2K ﹤0.01% 2055
2013
Q2 		$233K Buy
+17,800
New +$255K ﹤0.01% 2087

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

LPL Financial's BSD Position: Q1 2021 in Review

LPL Financial sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2021, closing a stake of 10,201 shares — an estimated $146K sold.

LPL Financial first reported a position in BSD in Q2 2013 and held it in 21 quarters. The position peaked at $625K in Q1 2016. 22 funds tracked by Wall St. Rank hold BSD as of Q1 2021.

  • LPL Financial reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 10,201 The BlackRock Strategic Municipal Trust shares in Q1 2021, an estimated $146K.
  • LPL Financial first reported a position in The BlackRock Strategic Municipal Trust in Q2 2013 and held it in 21 quarters.
  • LPL Financial's The BlackRock Strategic Municipal Trust position peaked at $625K in Q1 2016.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.