Winslow Evans & Crocker’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Winslow Evans & Crocker’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	-2,000	Closed	-$26K	–	1392
2020 Q3	$26K	Hold	2,000	–	–	0.01%	580
2020 Q2	$25K	Hold	2,000	–	–	0.01%	575
2020 Q1	$26K	Buy	+2,000	New	+$26.7K	0.01%	542
2016 Q1	–	Sell	-300	Closed	-$4.01K	–	1375
2015 Q4	$4.01K	Hold	300	–	–	﹤0.01%	1108
2015 Q3	$3.9K	Hold	300	–	–	﹤0.01%	1079
2015 Q2	$4.05K	Hold	300	–	–	﹤0.01%	1123
2015 Q1	$4.3K	Hold	300	–	–	﹤0.01%	1068
2014 Q4	$4.31K	Hold	300	–	–	﹤0.01%	1072
2014 Q3	$4.21K	Sell	300 -200	-40%	-$2.77K	﹤0.01%	1134
2014 Q2	$6.96K	Sell	500 -200	-29%	-$2.68K	﹤0.01%	949
2014 Q1	$8.77K	Sell	700 -200	-22%	-$2.47K	﹤0.01%	877
2013 Q4	$11K	Buy	+900	New	+$10.7K	﹤0.01%	893

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 $40.4B AUM 21.2% 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

Winslow Evans & Crocker's MHE Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q4 2020, closing a stake of 2,000 shares — an estimated $26K sold.

Winslow Evans & Crocker first reported a position in MHE in Q4 2013 and held it in 12 quarters. The position peaked at $26K in Q3 2020. 12 funds tracked by Wall St. Rank hold MHE as of Q4 2020.

Winslow Evans & Crocker reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q4 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 2,000 BlackRock Massachusetts Tax-Exempt Trust shares in Q4 2020, an estimated $26K.
Winslow Evans & Crocker first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q4 2013 and held it in 12 quarters.
Winslow Evans & Crocker's BlackRock Massachusetts Tax-Exempt Trust position peaked at $26K in Q3 2020.
12 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.