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Bison Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Bison Wealth’s Portfolio BTT Stock Details BTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,532
Closed -$207K – 189
2016
Q3 		$207K Buy
8,532
+28
+0.3% +$673 0.18% 161
2016
Q2 		$205K Buy
+8,504
New +$200K 0.12% 180

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bison Wealth's BTT Position: Q4 2016 in Review

Bison Wealth sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2016, closing a stake of 8,532 shares — an estimated $207K sold.

Bison Wealth first reported a position in BTT in Q2 2016 and held it in 2 quarters. The position peaked at $207K in Q3 2016. 68 funds tracked by Wall St. Rank hold BTT as of Q4 2016.

  • Bison Wealth reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2016 after selling out during the quarter.
  • Bison Wealth sold 8,532 BlackRock Municipal 2030 Target Term Trust shares in Q4 2016, an estimated $207K.
  • Bison Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2016 and held it in 2 quarters.
  • Bison Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $207K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2016.

Based on Bison Wealth's 13F filing for Q4 2016, filed 6 Feb 2017.