LS
BTA

Leelyn Smith’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Leelyn Smith’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
2022
Q4 		– Sell
-960
Closed -$9K – 461
2022
Q3 		$9K Buy
+960
New +$10.9K ﹤0.01% 291

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Leelyn Smith's BTA Position: Q4 2022 in Review

Leelyn Smith sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2022, closing a stake of 960 shares — an estimated $9K sold.

Leelyn Smith first reported a position in BTA in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 38 funds tracked by Wall St. Rank hold BTA as of Q4 2022.

  • Leelyn Smith reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 960 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2022, an estimated $9K.
  • Leelyn Smith first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's BlackRock Long-Term Municipal Advantage Trust position peaked at $9K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.