Creative Planning
BTA

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 $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return