Doliver Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Doliver Advisors’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 Q2	–	Sell	-11,689	Closed	-$134K	–	264
2017 Q1	$134K	Buy	+11,689	New	+$134K	0.11%	204
2014 Q4	–	Sell	-26,353	Closed	-$297K	–	232
2014 Q3	$297K	Buy	+26,353	New	+$294K	0.2%	188
2014 Q1	–	Sell	-39,549	Closed	-$403K	–	220
2013 Q4	$403K	Buy	39,549 +22,392	+131%	+$230K	0.26%	153
2013 Q3	$182K	Sell	17,157 -30,510	-64%	-$318K	0.11%	304
2013 Q2	$539K	Buy	+47,667	New	+$570K	0.32%	126

Other funds holding BTA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return