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Kore Private Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-5,355
Closed -$127K – 380
2020
Q2 		$127K Buy
5,355
+1,950
+57% +$44.9K 0.03% 300
2020
Q1 		$77K Hold
3,405
– – 0.02% 348
2019
Q4 		$82K Buy
+3,405
New +$81.5K 0.02% 402

Other funds holding BTT

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kore Private Wealth's BTT Position: Q3 2020 in Review

Kore Private Wealth sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2020, closing a stake of 5,355 shares — an estimated $127K sold.

Kore Private Wealth first reported a position in BTT in Q4 2019 and held it in 3 quarters. The position peaked at $127K in Q2 2020. 104 funds tracked by Wall St. Rank hold BTT as of Q3 2020.

  • Kore Private Wealth reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 5,355 BlackRock Municipal 2030 Target Term Trust shares in Q3 2020, an estimated $127K.
  • Kore Private Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $127K in Q2 2020.
  • 104 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.