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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Doliver Advisors's BTA Position: Q2 2017 in Review

Doliver Advisors sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2017, closing a stake of 11,689 shares — an estimated $134K sold.

Doliver Advisors first reported a position in BTA in Q2 2013 and held it in 5 quarters. The position peaked at $539K in Q2 2013. 33 funds tracked by Wall St. Rank hold BTA as of Q2 2017.

Doliver Advisors reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2017 after selling out during the quarter.
Doliver Advisors sold 11,689 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2017, an estimated $134K.
Doliver Advisors first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2013 and held it in 5 quarters.
Doliver Advisors's BlackRock Long-Term Municipal Advantage Trust position peaked at $539K in Q2 2013.
33 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2017.

Based on Doliver Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.