Timber Creek Capital Management’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Timber Creek Capital Management’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
2018 Q4	–	Sell	-750	Closed	-$9K	–	129
2018 Q3	$9K	Hold	750	–	–	0.01%	111
2018 Q2	$9K	Hold	750	–	–	0.01%	112
2018 Q1	$9K	Buy	+750	New	+$10.3K	0.01%	114

Other funds holding MHE

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

SIA

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return

Timber Creek Capital Management's MHE Position: Q4 2018 in Review

Timber Creek Capital Management sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q4 2018, closing a stake of 750 shares — an estimated $9K sold.

Timber Creek Capital Management first reported a position in MHE in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 11 funds tracked by Wall St. Rank hold MHE as of Q4 2018.

Timber Creek Capital Management reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q4 2018 after selling out during the quarter.
Timber Creek Capital Management sold 750 BlackRock Massachusetts Tax-Exempt Trust shares in Q4 2018, an estimated $9K.
Timber Creek Capital Management first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q1 2018 and held it in 3 quarters.
Timber Creek Capital Management's BlackRock Massachusetts Tax-Exempt Trust position peaked at $9K in Q3 2018.
11 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q4 2018.

Based on Timber Creek Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.