FWM
BTA

FSA Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

FSA Wealth 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
2020
Q2 		– Sell
-2,100
Closed -$24K – 389
2020
Q1 		$24K Hold
2,100
– – 0.02% 160
2019
Q4 		$27K Buy
+2,100
New +$26.8K 0.02% 186

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FSA Wealth Management's BTA Position: Q2 2020 in Review

FSA Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2020, closing a stake of 2,100 shares — an estimated $24K sold.

FSA Wealth Management first reported a position in BTA in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 30 funds tracked by Wall St. Rank hold BTA as of Q2 2020.

  • FSA Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2020 after selling out during the quarter.
  • FSA Wealth Management sold 2,100 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2020, an estimated $24K.
  • FSA Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2019 and held it in 2 quarters.
  • FSA Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $27K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2020.

Based on FSA Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.