U
BZM

UBS’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

UBS’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
2014
Q3 		$46K Buy
3,205
+2,657
+485% +$38.3K ﹤0.01% 6958
2014
Q2 		$8K Sell
548
-1,068
-66% -$14.7K ﹤0.01% 9177
2014
Q1 		$21K Sell
1,616
-828
-34% -$11K ﹤0.01% 8054
2013
Q4 		$31K Buy
2,444
+2,096
+602% +$26.2K ﹤0.01% 7632
2013
Q3 		$5K Buy
348
+300
+625% +$3.94K ﹤0.01% 9517
2013
Q2 		$1K Buy
+48
New +$771 ﹤0.01% 10147

Other funds holding BZM

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's BZM Position: Q3 2014 in Review

UBS increased its BlackRock Maryland Municipal Bond Trust (BZM) stake by 485% in Q3 2014, buying an estimated $38.3K and bringing the position to 3,205 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6958.

UBS first reported a position in BZM in Q2 2013 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold BZM as of Q3 2014.

  • UBS held 3,205 shares of BlackRock Maryland Municipal Bond Trust worth $46K as of Q3 2014.
  • UBS bought 2,657 BlackRock Maryland Municipal Bond Trust shares in Q3 2014, an estimated $38.3K.
  • BlackRock Maryland Municipal Bond Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6958 holding.
  • UBS first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2013 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.