Tower Research Capital (TRC)’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Tower Research Capital (TRC)’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
2020 Q4	–	Sell	-100	Closed	-$1K	–	5662
2020 Q3	$1K	Buy	100 +90	+900%	+$1.2K	﹤0.01%	4789
2020 Q2	$0	Buy	+10	New	+$126	﹤0.01%	5201
2017 Q2	–	Sell	-100	Closed	-$1K	–	4009
2017 Q1	$1K	Buy	100 +65	+186%	+$918	﹤0.01%	2945
2016 Q4	$0	Sell	35 -402	-92%	-$5.42K	﹤0.01%	4970
2016 Q3	$6K	Hold	437	–	–	﹤0.01%	2506
2016 Q2	$7K	Hold	437	–	–	﹤0.01%	3224
2016 Q1	$6K	Buy	437 +431	+7,183%	+$6.03K	﹤0.01%	2630
2015 Q4	$0	Sell	6 -22	-79%	-$291	﹤0.01%	5688
2015 Q3	$0	Sell	28 -493	-95%	-$6.55K	﹤0.01%	5584
2015 Q2	$7K	Buy	+521	New	+$7.38K	﹤0.01%	3075
2015 Q1	–	Sell	-200	Closed	-$3K	–	5540
2014 Q4	$3K	Buy	+200	New	+$2.86K	﹤0.01%	3266
2013 Q4	–	Sell	-700	Closed	-$8K	–	5471
2013 Q3	$8K	Buy	+700	New	+$8.42K	﹤0.01%	3412

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tower Research Capital (TRC)'s MHE Position: Q4 2020 in Review

Tower Research Capital (TRC) sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

Tower Research Capital (TRC) first reported a position in MHE in Q3 2013 and held it in 12 quarters. The position peaked at $8K in Q3 2013. 12 funds tracked by Wall St. Rank hold MHE as of Q4 2020.

Tower Research Capital (TRC) reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q4 2020 after selling out during the quarter.
Tower Research Capital (TRC) sold 100 BlackRock Massachusetts Tax-Exempt Trust shares in Q4 2020, an estimated $1K.
Tower Research Capital (TRC) first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q3 2013 and held it in 12 quarters.
Tower Research Capital (TRC)'s BlackRock Massachusetts Tax-Exempt Trust position peaked at $8K in Q3 2013.
12 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q4 2020.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2020, filed 16 Feb 2021.