Envestnet Asset Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Envestnet Asset Management’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
2023 Q3	–	Sell	-17,156	Closed	-$166K	–	4024
2023 Q2	$166K	Hold	17,156	–	–	﹤0.01%	3753
2023 Q1	$171K	Buy	17,156 +4,993	+41%	+$49.4K	﹤0.01%	3693
2022 Q4	$114K	Buy	+12,163	New	+$113K	﹤0.01%	3793
2014 Q2	–	Sell	-1,000	Closed	-$11K	–	2711
2014 Q1	$11K	Buy	+1,000	New	+$10.7K	﹤0.01%	1836

Other funds holding BTA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Envestnet Asset Management's BTA Position: Q3 2023 in Review

Envestnet Asset Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2023, closing a stake of 17,156 shares — an estimated $166K sold.

Envestnet Asset Management first reported a position in BTA in Q1 2014 and held it in 4 quarters. The position peaked at $171K in Q1 2023. 33 funds tracked by Wall St. Rank hold BTA as of Q3 2023.

Envestnet Asset Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2023 after selling out during the quarter.
Envestnet Asset Management sold 17,156 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2023, an estimated $166K.
Envestnet Asset Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2014 and held it in 4 quarters.
Envestnet Asset Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $171K in Q1 2023.
33 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.