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Legacy Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Legacy Advisors’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
2018
Q3 		– Sell
-200
Closed -$4K – 464
2018
Q2 		$4K Buy
+200
New +$4.27K ﹤0.01% 353

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Legacy Advisors's BTT Position: Q3 2018 in Review

Legacy Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2018, closing a stake of 200 shares — an estimated $4K sold.

Legacy Advisors first reported a position in BTT in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 85 funds tracked by Wall St. Rank hold BTT as of Q3 2018.

  • Legacy Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 200 BlackRock Municipal 2030 Target Term Trust shares in Q3 2018, an estimated $4K.
  • Legacy Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $4K in Q2 2018.
  • 85 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.