GI
BTA

Gradient Investments’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Gradient Investments’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
Q4 		– Sell
-1,540
Closed -$18K – 1134
2020
Q3 		$18K Hold
1,540
– – ﹤0.01% 591
2020
Q2 		$18K Buy
+1,540
New +$17.2K ﹤0.01% 541

Other funds holding BTA

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

Gradient Investments's BTA Position: Q4 2020 in Review

Gradient Investments sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2020, closing a stake of 1,540 shares — an estimated $18K sold.

Gradient Investments first reported a position in BTA in Q2 2020 and held it in 2 quarters. The position peaked at $18K in Q3 2020. 27 funds tracked by Wall St. Rank hold BTA as of Q4 2020.

  • Gradient Investments reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2020 after selling out during the quarter.
  • Gradient Investments sold 1,540 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2020, an estimated $18K.
  • Gradient Investments first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2020 and held it in 2 quarters.
  • Gradient Investments's BlackRock Long-Term Municipal Advantage Trust position peaked at $18K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2020.

Based on Gradient Investments's 13F filing for Q4 2020, filed 8 Jan 2021.