Simply Money Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Simply Money Advisors’s Portfolio BBN Stock Details BBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,014	Closed	-$41K	–	24
2014 Q1	$41K	Buy	+2,014	New	+$39.6K	0.01%	27

Other funds holding BBN

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Simply Money Advisors's BBN Position: Q2 2014 in Review

Simply Money Advisors sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q2 2014, closing a stake of 2,014 shares — an estimated $41K sold.

Simply Money Advisors first reported a position in BBN in Q1 2014 and held it in 1 quarter. The position peaked at $41K in Q1 2014. 68 funds tracked by Wall St. Rank hold BBN as of Q2 2014.

Simply Money Advisors reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 2,014 BlackRock Taxable Municipal Bond Trust shares in Q2 2014, an estimated $41K.
Simply Money Advisors first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2014 and held it in 1 quarter.
Simply Money Advisors's BlackRock Taxable Municipal Bond Trust position peaked at $41K in Q1 2014.
68 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.