MWM
BSD

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 $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $6.84B AUM 17.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return