NFG
BSD

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

Next Financial Group’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
2017
Q1 		– Sell
-1,960
Closed -$26K – 2398
2016
Q4 		$26K Hold
1,960
– – ﹤0.01% 1267
2016
Q3 		$29K Buy
+1,960
New +$29.7K 0.01% 1195
2014
Q3 		– Sell
-1,960
Closed -$26K – 2587
2014
Q2 		$26K Buy
+1,960
New +$26.2K 0.01% 517

Other funds holding BSD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

Next Financial Group's BSD Position: Q1 2017 in Review

Next Financial Group sold out of The BlackRock Strategic Municipal Trust (BSD) in Q1 2017, closing a stake of 1,960 shares — an estimated $26K sold.

Next Financial Group first reported a position in BSD in Q2 2014 and held it in 3 quarters. The position peaked at $29K in Q3 2016. 22 funds tracked by Wall St. Rank hold BSD as of Q1 2017.

  • Next Financial Group reported no remaining The BlackRock Strategic Municipal Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,960 The BlackRock Strategic Municipal Trust shares in Q1 2017, an estimated $26K.
  • Next Financial Group first reported a position in The BlackRock Strategic Municipal Trust in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's The BlackRock Strategic Municipal Trust position peaked at $29K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held The BlackRock Strategic Municipal Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.