BFEC
BTA

Benjamin F. Edwards & Company’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q4 		– Sell
-780
Closed -$9K – 1608
2020
Q3 		$9K Hold
780
– – ﹤0.01% 1292
2020
Q2 		$9K Hold
780
– – ﹤0.01% 1297
2020
Q1 		$9K Sell
780
-850
-52% -$10.6K ﹤0.01% 1279
2019
Q4 		$21K Hold
1,630
– – ﹤0.01% 1215
2019
Q3 		$21K Hold
1,630
– – ﹤0.01% 1173
2019
Q2 		$21K Hold
1,630
– – ﹤0.01% 1170
2019
Q1 		$20K Hold
1,630
– – ﹤0.01% 1129
2018
Q4 		$17K Buy
+1,630
New +$17.8K ﹤0.01% 1131
2016
Q3 		– Sell
-1,327
Closed -$17K – 1115
2016
Q2 		$17K Sell
1,327
-3,368
-72% -$41.9K ﹤0.01% 699
2016
Q1 		$56K Sell
4,695
-2,500
-35% -$29.2K 0.01% 482
2015
Q4 		$83K Sell
7,195
-6,406
-47% -$71.6K 0.02% 438
2015
Q3 		$150K Sell
13,601
-803
-6% -$8.8K 0.03% 344
2015
Q2 		$156K Sell
14,404
-532
-4% -$5.93K 0.03% 379
2015
Q1 		$172K Sell
14,936
-953
-6% -$10.9K 0.04% 355
2014
Q4 		$180K Sell
15,889
-301
-2% -$3.39K 0.04% 313
2014
Q3 		$182K Buy
16,190
+1,877
+13% +$21K 0.05% 316
2014
Q2 		$162K Buy
14,313
+800
+6% +$9.02K 0.04% 321
2014
Q1 		$147K Hold
13,513
– – 0.04% 312
2013
Q4 		$138K Buy
13,513
+100
+0.7% +$1.02K 0.05% 298
2013
Q3 		$142K Buy
13,413
+172
+1% +$1.79K 0.05% 264
2013
Q2 		$150K Buy
+13,241
New +$158K 0.06% 239

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's BTA Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2020, closing a stake of 780 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in BTA in Q2 2013 and held it in 21 quarters. The position peaked at $182K in Q3 2014. 27 funds tracked by Wall St. Rank hold BTA as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 780 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2020, an estimated $9K.
  • Benjamin F. Edwards & Company first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2013 and held it in 21 quarters.
  • Benjamin F. Edwards & Company's BlackRock Long-Term Municipal Advantage Trust position peaked at $182K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.