Thomas J. Herzfeld Advisors’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Thomas J. Herzfeld Advisors’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
2019 Q1	–	Sell	-14,151	Closed	-$185K	–	321
2018 Q4	$185K	Sell	14,151 -2,109	-13%	-$28.1K	0.07%	122
2018 Q3	$224K	Sell	16,260 -3,912	-19%	-$54.3K	0.08%	109
2018 Q2	$271K	Hold	20,172	–	–	0.1%	108
2018 Q1	$269K	Hold	20,172	–	–	0.1%	106
2017 Q4	$275K	Buy	+20,172	New	+$278K	0.1%	106
2014 Q3	–	Sell	-528	Closed	-$7K	–	299
2014 Q2	$7K	Hold	528	–	–	﹤0.01%	258
2014 Q1	$7K	Sell	528 -1,472	-74%	-$19.5K	﹤0.01%	272
2013 Q4	$25K	Buy	+2,000	New	+$25K	0.01%	245

Other funds holding BZM

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

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

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

FFA

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

CHA

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

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

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BZM Position: Q1 2019 in Review

Thomas J. Herzfeld Advisors sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q1 2019, closing a stake of 14,151 shares — an estimated $185K sold.

Thomas J. Herzfeld Advisors first reported a position in BZM in Q4 2013 and held it in 8 quarters. The position peaked at $275K in Q4 2017. 11 funds tracked by Wall St. Rank hold BZM as of Q1 2019.

Thomas J. Herzfeld Advisors reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q1 2019 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 14,151 BlackRock Maryland Municipal Bond Trust shares in Q1 2019, an estimated $185K.
Thomas J. Herzfeld Advisors first reported a position in BlackRock Maryland Municipal Bond Trust in Q4 2013 and held it in 8 quarters.
Thomas J. Herzfeld Advisors's BlackRock Maryland Municipal Bond Trust position peaked at $275K in Q4 2017.
11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q1 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2019, filed 14 May 2019.