Ladenburg Thalmann Financial Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$867K	Buy	35,809 +859	+2%	+$20.6K	0.01%	1381
2019 Q3	$827K	Buy	34,950 +11,505	+49%	+$272K	0.01%	1372
2019 Q2	$545K	Buy	23,445 +8,305	+55%	+$188K	﹤0.01%	1681
2019 Q1	$337K	Buy	15,140 +1,803	+14%	+$39.4K	﹤0.01%	1986
2018 Q4	$277K	Buy	13,337 +2,748	+26%	+$55.4K	﹤0.01%	1979
2018 Q3	$219K	Buy	10,589 +2,542	+32%	+$54.1K	﹤0.01%	2244
2018 Q2	$172K	Hold	8,047	–	–	﹤0.01%	2344
2018 Q1	$172K	Buy	8,047 +2,814	+54%	+$60.8K	﹤0.01%	2344
2017 Q4	$117K	Buy	5,233 +4,700	+882%	+$106K	﹤0.01%	2609
2017 Q3	$12K	Hold	533	–	–	﹤0.01%	3978
2017 Q2	$12K	Hold	533	–	–	﹤0.01%	3889
2017 Q1	$12K	Hold	533	–	–	﹤0.01%	3875
2016 Q4	$12K	Hold	533	–	–	﹤0.01%	3768
2016 Q3	$13K	Hold	533	–	–	﹤0.01%	3656
2016 Q2	$13K	Hold	533	–	–	﹤0.01%	3600
2016 Q1	$12K	Hold	533	–	–	﹤0.01%	3578
2015 Q4	$11K	Sell	533 -2,867	-84%	-$59.9K	﹤0.01%	3608
2015 Q3	$69K	Hold	3,400	–	–	﹤0.01%	2253
2015 Q2	$69K	Buy	3,400 +3,000	+750%	+$61.3K	﹤0.01%	2361
2015 Q1	$8K	Hold	400	–	–	﹤0.01%	3745
2014 Q4	$8K	Buy	+400	New	+$8.03K	﹤0.01%	3506

Other funds holding BTT

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

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

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

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BTT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 2.5% in Q4 2019, buying an estimated $20.6K and bringing the position to 35,809 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1381.

Ladenburg Thalmann Financial Services first reported a position in BTT in Q4 2014 and has held it in 21 quarters since. 104 funds tracked by Wall St. Rank hold BTT as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,809 shares of BlackRock Municipal 2030 Target Term Trust worth $867K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 859 BlackRock Municipal 2030 Target Term Trust shares in Q4 2019, an estimated $20.6K.
BlackRock Municipal 2030 Target Term Trust made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1381 holding.
Ladenburg Thalmann Financial Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2014 and has held it in 21 quarters since.
104 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.