Financial & Investment Management Group’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Financial & Investment Management Group’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
2018 Q4	$808K	Buy	+39,412	New	+$795K	0.29%	67
2015 Q3	–	Sell	-136,925	Closed	-$2.77M	–	126
2015 Q2	$2.77M	Sell	136,925 -2,475	-2%	-$50.6K	0.71%	39
2015 Q1	$2.92M	Sell	139,400 -4,200	-3%	-$87.9K	0.71%	39
2014 Q4	$2.88M	Buy	143,600 +4,600	+3%	+$92.4K	0.76%	35
2014 Q3	$2.76M	Buy	139,000 +16,000	+13%	+$315K	0.81%	34
2014 Q2	$2.5M	Hold	123,000	–	–	0.71%	36
2014 Q1	$2.35M	Hold	123,000	–	–	0.69%	38
2013 Q4	$2.11M	Buy	+123,000	New	+$2.13M	0.66%	41

Other funds holding BTT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VanEck Associates New York $133B AUM 72.99% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial & Investment Management Group's BTT Position: Q4 2018 in Review

Financial & Investment Management Group opened a new position in BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2018: 39,412 shares worth $808K. The stake represents 0.29% of the portfolio and ranks #67 among its holdings. This is a return to the name: Financial & Investment Management Group previously reported a position in BTT as recently as Q2 2015.

Financial & Investment Management Group first reported a position in BTT in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.92M in Q1 2015. 95 funds tracked by Wall St. Rank hold BTT as of Q4 2018.

Financial & Investment Management Group held 39,412 shares of BlackRock Municipal 2030 Target Term Trust worth $808K as of Q4 2018.
BlackRock Municipal 2030 Target Term Trust was a new Financial & Investment Management Group position in Q4 2018.
BlackRock Municipal 2030 Target Term Trust made up 0.29% of Financial & Investment Management Group's portfolio in Q4 2018, its #67 holding.
Financial & Investment Management Group first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2013 and has held it in 8 quarters since.
Financial & Investment Management Group's BlackRock Municipal 2030 Target Term Trust position peaked at $2.92M in Q1 2015.
95 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.