MOS
BZM

MGO One Seven’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

MGO One Seven’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
2019
Q1 		– Sell
-1,200
Closed -$15K – 1983
2018
Q4 		$15K Buy
+1,200
New +$16K 0.01% 1022
2018
Q1 		$16K Hold
1,200
– – 0.01% 948
2017
Q4 		$16K Buy
+1,200
New +$16.5K 0.01% 941

Other funds holding BZM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MGO One Seven's BZM Position: Q1 2019 in Review

MGO One Seven sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q1 2019, closing a stake of 1,200 shares — an estimated $15K sold.

MGO One Seven first reported a position in BZM in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 11 funds tracked by Wall St. Rank hold BZM as of Q1 2019.

  • MGO One Seven reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 1,200 BlackRock Maryland Municipal Bond Trust shares in Q1 2019, an estimated $15K.
  • MGO One Seven first reported a position in BlackRock Maryland Municipal Bond Trust in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's BlackRock Maryland Municipal Bond Trust position peaked at $16K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.