EAM
BTT icon

Evanson Asset Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Evanson Asset Management’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
2015
Q1 		– Sell
-13,580
Closed -$273K – 203
2014
Q4 		$273K Buy
+13,580
New +$273K 0.1% 149

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evanson Asset Management's BTT Position: Q1 2015 in Review

Evanson Asset Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2015, closing a stake of 13,580 shares — an estimated $273K sold.

Evanson Asset Management first reported a position in BTT in Q4 2014 and held it in 1 quarter. The position peaked at $273K in Q4 2014. 52 funds tracked by Wall St. Rank hold BTT as of Q1 2015.

  • Evanson Asset Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2015 after selling out during the quarter.
  • Evanson Asset Management sold 13,580 BlackRock Municipal 2030 Target Term Trust shares in Q1 2015, an estimated $273K.
  • Evanson Asset Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2014 and held it in 1 quarter.
  • Evanson Asset Management's BlackRock Municipal 2030 Target Term Trust position peaked at $273K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2015.

Based on Evanson Asset Management's 13F filing for Q1 2015, filed 15 May 2015.