Mascoma Wealth Management’s The BlackRock Strategic Municipal Trust BSD Stock Holding History

Mascoma Wealth Management’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
2019 Q3	–	Sell	-3,500	Closed	-$50K	–	378
2019 Q2	$50K	Hold	3,500	–	–	0.03%	162
2019 Q1	$47K	Hold	3,500	–	–	0.03%	159
2018 Q4	$42K	Hold	3,500	–	–	0.03%	154
2018 Q3	$43K	Hold	3,500	–	–	0.03%	169
2018 Q2	$44K	Hold	3,500	–	–	0.03%	162
2018 Q1	$44K	Hold	3,500	–	–	0.03%	158
2017 Q4	$46K	Hold	3,500	–	–	0.03%	152
2017 Q3	$50K	Hold	3,500	–	–	0.03%	148
2017 Q2	$48K	Hold	3,500	–	–	0.03%	154
2017 Q1	$47K	Hold	3,500	–	–	0.03%	143
2016 Q4	$47K	Buy	+3,500	New	+$48.4K	0.03%	144

Other funds holding BSD

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's BSD Position: Q3 2019 in Review

Mascoma Wealth Management sold out of The BlackRock Strategic Municipal Trust (BSD) in Q3 2019, closing a stake of 3,500 shares — an estimated $50K sold.

Mascoma Wealth Management first reported a position in BSD in Q4 2016 and held it in 11 quarters. The position peaked at $50K in Q2 2019. 22 funds tracked by Wall St. Rank hold BSD as of Q3 2019.

Mascoma Wealth Management reported no remaining The BlackRock Strategic Municipal Trust position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 3,500 The BlackRock Strategic Municipal Trust shares in Q3 2019, an estimated $50K.
Mascoma Wealth Management first reported a position in The BlackRock Strategic Municipal Trust in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's The BlackRock Strategic Municipal Trust position peaked at $50K in Q2 2019.
22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.