Creative Planning’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-500	Closed	-$6K	–	2126
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	3886
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	3850
2016 Q4	$6K	Hold	500	–	–	﹤0.01%	3828
2016 Q3	$6K	Buy	+500	New	+$6.39K	﹤0.01%	3786
2016 Q1	–	Sell	-500	Closed	-$6K	–	4336
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	3572
2015 Q3	$6K	Buy	+500	New	+$5.48K	﹤0.01%	3500
2015 Q2	–	Sell	-500	Closed	-$6K	–	1348
2015 Q1	$6K	Hold	500	–	–	﹤0.01%	3449
2014 Q4	$6K	Hold	500	–	–	﹤0.01%	3385
2014 Q3	$6K	Hold	500	–	–	﹤0.01%	3182
2014 Q2	$6K	Hold	500	–	–	﹤0.01%	3102
2014 Q1	$5K	Buy	+500	New	+$5.35K	﹤0.01%	3063

Other funds holding BTA

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Creative Planning's BTA Position: Q3 2017 in Review

Creative Planning sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2017, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in BTA in Q1 2014 and held it in 11 quarters. The position peaked at $6K in Q2 2017. 30 funds tracked by Wall St. Rank hold BTA as of Q3 2017.

Creative Planning reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2014 and held it in 11 quarters.
Creative Planning's BlackRock Long-Term Municipal Advantage Trust position peaked at $6K in Q2 2017.
30 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.