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MHE
BlackRock Massachusetts Tax-Exempt Trust
Delisted
MHE was delisted on the 16th of April, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Bank of America
Charlotte,
North Carolina
| $647K | +$10.3K | +743 | +2% |
|
| 2 |
2
Morgan Stanley
New York
| $637K | +$27.7K | +2,003 | +4% |
|
| 3 |
RT
3
Rockland Trust
Hanover,
Massachusetts
| $170K | – | – | – |
|
| 4 |
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $151K | +$180 | +13 | +0.1% |
|
| 5 |
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $56K | +$46.8K | +3,390 | +397% |
|
| 6 |
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $53K | -$34.5K | -2,500 | -38% |
|
| 7 |
RIM
7
Rockbridge Investment Management
Syracuse,
New York
| $39K | – | – | – |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $30K | +$13.9K | +1,004 | +79% |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $22K | +$2.57K | +186 | +12% |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $14K | -$14 | -1 | -0.1% |
|
| 11 |
KAS
11
Kestra Advisory Services
Austin,
Texas
| – | -$323K | -24,294 | Closed |
|
| 12 |
12
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$180K | -13,400 | Closed |
|