Investors Capital Advisory Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$272K	Buy	11,271 +4	+0%	+$94	0.05%	477
2016 Q1	$258K	Sell	11,267 -246	-2%	-$5.47K	0.05%	474
2015 Q4	$248K	Buy	11,513 +8	+0.1%	+$167	0.05%	502
2015 Q3	$234K	Buy	11,505 +86	+0.8%	+$1.76K	0.05%	532
2015 Q2	$231K	Buy	11,419 +1,004	+10%	+$20.5K	0.04%	568
2015 Q1	$218K	Buy	10,415 +2	+0%	+$42	0.04%	581
2014 Q4	$209K	Buy	+10,413	New	+$209K	0.04%	570
2014 Q1	–	Sell	-14,487	Closed	-$248K	–	680
2013 Q4	$248K	Sell	14,487 -1,050	-7%	-$18.2K	0.06%	424
2013 Q3	$282K	Buy	15,537 +2,000	+15%	+$36.4K	0.07%	372
2013 Q2	$263K	Buy	+13,537	New	+$297K	0.08%	345

Other funds holding BTT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFR

Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investors Capital Advisory Services's BTT Position: Q2 2016 in Review

Investors Capital Advisory Services increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 0.04% in Q2 2016, buying an estimated $94 and bringing the position to 11,271 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #477.

Investors Capital Advisory Services first reported a position in BTT in Q2 2013 and has held it in 10 quarters since. The position peaked at $282K in Q3 2013. 60 funds tracked by Wall St. Rank hold BTT as of Q2 2016.

Investors Capital Advisory Services held 11,271 shares of BlackRock Municipal 2030 Target Term Trust worth $272K as of Q2 2016.
Investors Capital Advisory Services bought 4 BlackRock Municipal 2030 Target Term Trust shares in Q2 2016, an estimated $94.
BlackRock Municipal 2030 Target Term Trust made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #477 holding.
Investors Capital Advisory Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2013 and has held it in 10 quarters since.
Investors Capital Advisory Services's BlackRock Municipal 2030 Target Term Trust position peaked at $282K in Q3 2013.
60 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.