BKA
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Brick & Kyle Associates’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Brick & Kyle Associates’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
2019
Q1 		– Sell
-13,008
Closed -$267K – 68
2018
Q4 		$267K Buy
+13,008
New +$262K 0.26% 71
2018
Q2 		$500K Buy
23,187
+28
+0.1% +$598 0.39% 60
2018
Q1 		$494K Buy
23,159
+1,033
+5% +$22.3K 0.4% 60
2017
Q4 		$494K Buy
22,126
+31
+0.1% +$697 0.4% 59
2017
Q3 		$501K Buy
22,095
+31
+0.1% +$711 0.41% 59
2017
Q2 		$511K Buy
22,064
+34
+0.2% +$785 0.44% 58
2017
Q1 		$499K Sell
22,030
-974
-4% -$21.9K 0.39% 59
2016
Q4 		$502K Buy
23,004
+664
+3% +$14.9K 0.4% 59
2016
Q3 		$542K Buy
22,340
+432
+2% +$10.4K 0.44% 57
2016
Q2 		$530K Buy
21,908
+33
+0.2% +$776 0.43% 54
2016
Q1 		$502K Buy
21,875
+20,775
+1,889% +$462K 0.44% 53
2015
Q4 		$24K Sell
1,100
-740
-40% -$15.5K 0.02% 227
2015
Q3 		$37K Buy
+1,840
New +$37.7K 0.03% 192

Other funds holding BTT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Brick & Kyle Associates's BTT Position: Q1 2019 in Review

Brick & Kyle Associates sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2019, closing a stake of 13,008 shares — an estimated $267K sold.

Brick & Kyle Associates first reported a position in BTT in Q3 2015 and held it in 13 quarters. The position peaked at $542K in Q3 2016. 95 funds tracked by Wall St. Rank hold BTT as of Q1 2019.

  • Brick & Kyle Associates reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2019 after selling out during the quarter.
  • Brick & Kyle Associates sold 13,008 BlackRock Municipal 2030 Target Term Trust shares in Q1 2019, an estimated $267K.
  • Brick & Kyle Associates first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2015 and held it in 13 quarters.
  • Brick & Kyle Associates's BlackRock Municipal 2030 Target Term Trust position peaked at $542K in Q3 2016.
  • 95 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2019.

Based on Brick & Kyle Associates's 13F filing for Q1 2019, filed 14 Jun 2019.