GWM
BTA

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

Geneos 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
2017
Q4 		– Sell
-3,850
Closed -$46K – 2166
2017
Q3 		$46K Hold
3,850
– – ﹤0.01% 983
2017
Q2 		$45K Buy
+3,850
New +$45.2K ﹤0.01% 957

Other funds holding BTA

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Geneos Wealth Management's BTA Position: Q4 2017 in Review

Geneos Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2017, closing a stake of 3,850 shares — an estimated $46K sold.

Geneos Wealth Management first reported a position in BTA in Q2 2017 and held it in 2 quarters. The position peaked at $46K in Q3 2017. 31 funds tracked by Wall St. Rank hold BTA as of Q4 2017.

  • Geneos Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 3,850 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2017, an estimated $46K.
  • Geneos Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2017 and held it in 2 quarters.
  • Geneos Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $46K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2017.

Based on Geneos Wealth Management's 13F filing for Q4 2017, filed 7 Sep 2021.