IAA
BTA

Independent Advisor Alliance’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-42,968
Closed -$549K – 465
2019
Q4 		$549K Buy
+42,968
New +$548K 0.02% 510

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's BTA Position: Q1 2020 in Review

Independent Advisor Alliance sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2020, closing a stake of 42,968 shares — an estimated $549K sold.

Independent Advisor Alliance first reported a position in BTA in Q4 2019 and held it in 1 quarter. The position peaked at $549K in Q4 2019. 28 funds tracked by Wall St. Rank hold BTA as of Q1 2020.

  • Independent Advisor Alliance reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 42,968 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2020, an estimated $549K.
  • Independent Advisor Alliance first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's BlackRock Long-Term Municipal Advantage Trust position peaked at $549K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.