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

Capital Wealth Planning’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
2020
Q2 		– Sell
-30,910
Closed -$701K – 118
2020
Q1 		$701K Buy
+30,910
New +$738K 0.04% 100

Other funds holding BTT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Wealth Planning's BTT Position: Q2 2020 in Review

Capital Wealth Planning sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2020, closing a stake of 30,910 shares — an estimated $701K sold.

Capital Wealth Planning first reported a position in BTT in Q1 2020 and held it in 1 quarter. The position peaked at $701K in Q1 2020. 105 funds tracked by Wall St. Rank hold BTT as of Q2 2020.

  • Capital Wealth Planning reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 30,910 BlackRock Municipal 2030 Target Term Trust shares in Q2 2020, an estimated $701K.
  • Capital Wealth Planning first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's BlackRock Municipal 2030 Target Term Trust position peaked at $701K in Q1 2020.
  • 105 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.