WRM
BZM

Westport Resources Management’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Westport Resources Management’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
2016
Q2 		– Sell
-3,000
Closed -$47K – 774
2016
Q1 		$47K Buy
+3,000
New +$45.5K 0.02% 406

Other funds holding BZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westport Resources Management's BZM Position: Q2 2016 in Review

Westport Resources Management sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q2 2016, closing a stake of 3,000 shares — an estimated $47K sold.

Westport Resources Management first reported a position in BZM in Q1 2016 and held it in 1 quarter. The position peaked at $47K in Q1 2016. 11 funds tracked by Wall St. Rank hold BZM as of Q2 2016.

  • Westport Resources Management reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q2 2016 after selling out during the quarter.
  • Westport Resources Management sold 3,000 BlackRock Maryland Municipal Bond Trust shares in Q2 2016, an estimated $47K.
  • Westport Resources Management first reported a position in BlackRock Maryland Municipal Bond Trust in Q1 2016 and held it in 1 quarter.
  • Westport Resources Management's BlackRock Maryland Municipal Bond Trust position peaked at $47K in Q1 2016.
  • 11 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q2 2016.

Based on Westport Resources Management's 13F filing for Q2 2016, filed 10 Aug 2016.