Sit Investment Associates’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Sit Investment Associates’s Portfolio MHE Stock Details MHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-25,460	Closed	-$318K	–	562
2019 Q1	$318K	Sell	25,460 -3,150	-11%	-$38.1K	0.01%	423
2018 Q4	$320K	Buy	+28,610	New	+$332K	0.01%	418

Other funds holding MHE

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Sit Investment Associates's MHE Position: Q2 2019 in Review

Sit Investment Associates sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q2 2019, closing a stake of 25,460 shares — an estimated $318K sold.

Sit Investment Associates first reported a position in MHE in Q4 2018 and held it in 2 quarters. The position peaked at $320K in Q4 2018. 7 funds tracked by Wall St. Rank hold MHE as of Q2 2019.

Sit Investment Associates reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q2 2019 after selling out during the quarter.
Sit Investment Associates sold 25,460 BlackRock Massachusetts Tax-Exempt Trust shares in Q2 2019, an estimated $318K.
Sit Investment Associates first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q4 2018 and held it in 2 quarters.
Sit Investment Associates's BlackRock Massachusetts Tax-Exempt Trust position peaked at $320K in Q4 2018.
7 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q2 2019.

Based on Sit Investment Associates's 13F filing for Q2 2019, filed 14 Aug 2019.