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Geller Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Geller Advisors’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
Q2 		– Sell
-20,950
Closed -$439K – 36
2015
Q1 		$439K Buy
+20,950
New +$439K 0.25% 20

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's BTT Position: Q2 2015 in Review

Geller Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2015, closing a stake of 20,950 shares — an estimated $439K sold.

Geller Advisors first reported a position in BTT in Q1 2015 and held it in 1 quarter. The position peaked at $439K in Q1 2015. 55 funds tracked by Wall St. Rank hold BTT as of Q2 2015.

  • Geller Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2015 after selling out during the quarter.
  • Geller Advisors sold 20,950 BlackRock Municipal 2030 Target Term Trust shares in Q2 2015, an estimated $439K.
  • Geller Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2015 and held it in 1 quarter.
  • Geller Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $439K in Q1 2015.
  • 55 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2015.

Based on Geller Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.