Sandy Spring Bank’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Sandy Spring Bank’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
2020 Q3	–	Sell	-1,039	Closed	-$14K	–	1012
2020 Q2	$14K	Sell	1,039 -7,653	-88%	-$103K	﹤0.01%	656
2020 Q1	$124K	Hold	8,692	–	–	0.01%	313
2019 Q4	$135K	Hold	8,692	–	–	0.01%	334
2019 Q3	$125K	Hold	8,692	–	–	0.01%	342
2019 Q2	$128K	Hold	8,692	–	–	0.01%	340
2019 Q1	$127K	Hold	8,692	–	–	0.01%	332
2018 Q4	$113K	Hold	8,692	–	–	0.01%	343
2018 Q3	$120K	Hold	8,692	–	–	0.01%	354
2018 Q2	$117K	Hold	8,692	–	–	0.01%	363
2018 Q1	$116K	Hold	8,692	–	–	0.01%	358
2017 Q4	$118K	Hold	8,692	–	–	0.01%	333
2017 Q3	$123K	Hold	8,692	–	–	0.01%	329
2017 Q2	$127K	Hold	8,692	–	–	0.01%	334
2017 Q1	$123K	Hold	8,692	–	–	0.01%	333
2016 Q4	$123K	Hold	8,692	–	–	0.01%	329
2016 Q3	$138K	Hold	8,692	–	–	0.01%	321
2016 Q2	$139K	Hold	8,692	–	–	0.02%	324
2016 Q1	$135K	Hold	8,692	–	–	0.02%	319
2015 Q4	$130K	Hold	8,692	–	–	0.02%	315
2015 Q3	$125K	Hold	8,692	–	–	0.02%	321
2015 Q2	$127K	Hold	8,692	–	–	0.01%	336
2015 Q1	$131K	Buy	+8,692	New	+$129K	0.02%	324

Other funds holding BZM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's BZM Position: Q3 2020 in Review

Sandy Spring Bank sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q3 2020, closing a stake of 1,039 shares — an estimated $14K sold.

Sandy Spring Bank first reported a position in BZM in Q1 2015 and held it in 22 quarters. The position peaked at $139K in Q2 2016. 11 funds tracked by Wall St. Rank hold BZM as of Q3 2020.

Sandy Spring Bank reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q3 2020 after selling out during the quarter.
Sandy Spring Bank sold 1,039 BlackRock Maryland Municipal Bond Trust shares in Q3 2020, an estimated $14K.
Sandy Spring Bank first reported a position in BlackRock Maryland Municipal Bond Trust in Q1 2015 and held it in 22 quarters.
Sandy Spring Bank's BlackRock Maryland Municipal Bond Trust position peaked at $139K in Q2 2016.
11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q3 2020.

Based on Sandy Spring Bank's 13F filing for Q3 2020, filed 9 Nov 2020.