Stanford Investment Group’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-2,150	Closed	-$46K	–	27
2016 Q4	$46K	Hold	2,150	–	–	0.02%	150
2016 Q3	$52K	Hold	2,150	–	–	0.02%	146
2016 Q2	$52K	Hold	2,150	–	–	0.03%	135
2016 Q1	$49K	Buy	+2,150	New	+$47.9K	0.03%	141

Other funds holding BBN

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stanford Investment Group's BBN Position: Q1 2017 in Review

Stanford Investment Group sold out of BlackRock Taxable Municipal Bond Trust (BBN) in Q1 2017, closing a stake of 2,150 shares — an estimated $46K sold.

Stanford Investment Group first reported a position in BBN in Q1 2016 and held it in 4 quarters. The position peaked at $52K in Q3 2016. 87 funds tracked by Wall St. Rank hold BBN as of Q1 2017.

Stanford Investment Group reported no remaining BlackRock Taxable Municipal Bond Trust position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,150 BlackRock Taxable Municipal Bond Trust shares in Q1 2017, an estimated $46K.
Stanford Investment Group first reported a position in BlackRock Taxable Municipal Bond Trust in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's BlackRock Taxable Municipal Bond Trust position peaked at $52K in Q3 2016.
87 funds tracked by Wall St. Rank held BlackRock Taxable Municipal Bond Trust as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.