Advisor Group’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Advisor Group’s Portfolio BTA Stock Details BTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$97K	Buy	7,595 +1,095	+17%	+$14K	﹤0.01%	2962
2019 Q3	$82K	Sell	6,500 -1,800	-22%	-$23K	﹤0.01%	3039
2019 Q2	$105K	Hold	8,300	–	–	﹤0.01%	2817
2019 Q1	$101K	Buy	8,300 +1,800	+28%	+$20.8K	﹤0.01%	2846
2018 Q4	$69K	Hold	6,500	–	–	﹤0.01%	2955
2018 Q3	$74K	Hold	6,500	–	–	﹤0.01%	2975
2018 Q2	$74K	Sell	6,500 -4,000	-38%	-$45.1K	﹤0.01%	2777
2018 Q1	$119K	Sell	10,500 -250	-2%	-$2.88K	﹤0.01%	2415
2017 Q4	$129K	Sell	10,750 -6,000	-36%	-$72.4K	﹤0.01%	2363
2017 Q3	$203K	Hold	16,750	–	–	﹤0.01%	1844
2017 Q2	$198K	Hold	16,750	–	–	﹤0.01%	1801
2017 Q1	$192K	Hold	16,750	–	–	﹤0.01%	1692
2016 Q4	$189K	Sell	16,750 -500	-3%	-$5.77K	﹤0.01%	1589
2016 Q3	$217K	Hold	17,250	–	–	0.01%	1464
2016 Q2	$219K	Buy	+17,250	New	+$215K	0.01%	1404

Other funds holding BTA

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AMC

Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Advisor Group's BTA Position: Q4 2019 in Review

Advisor Group increased its BlackRock Long-Term Municipal Advantage Trust (BTA) stake by 17% in Q4 2019, buying an estimated $14K and bringing the position to 7,595 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Advisor Group first reported a position in BTA in Q2 2016 and has held it in 15 quarters since. The position peaked at $219K in Q2 2016. 28 funds tracked by Wall St. Rank hold BTA as of Q4 2019.

Advisor Group held 7,595 shares of BlackRock Long-Term Municipal Advantage Trust worth $97K as of Q4 2019.
Advisor Group bought 1,095 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2019, an estimated $14K.
BlackRock Long-Term Municipal Advantage Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2962 holding.
Advisor Group first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2016 and has held it in 15 quarters since.
Advisor Group's BlackRock Long-Term Municipal Advantage Trust position peaked at $219K in Q2 2016.
28 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.