DLG
BTT icon

Daniel L. Goodwin’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Daniel L. Goodwin’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
Q4 		– Sell
-1,000
Closed -$24K – 85
2019
Q3 		$24K Buy
+1,000
New +$23.6K 0.01% 96

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
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Daniel L. Goodwin's BTT Position: Q4 2019 in Review

Daniel L. Goodwin sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2019, closing a stake of 1,000 shares — an estimated $24K sold.

Daniel L. Goodwin first reported a position in BTT in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 104 funds tracked by Wall St. Rank hold BTT as of Q4 2019.

  • Daniel L. Goodwin reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2019 after selling out during the quarter.
  • Daniel L. Goodwin sold 1,000 BlackRock Municipal 2030 Target Term Trust shares in Q4 2019, an estimated $24K.
  • Daniel L. Goodwin first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2019 and held it in 1 quarter.
  • Daniel L. Goodwin's BlackRock Municipal 2030 Target Term Trust position peaked at $24K in Q3 2019.
  • 104 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2019.

Based on Daniel L. Goodwin's 13F filing for Q4 2019, filed 22 Jan 2020.