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Marathon Partners Equity Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Marathon Partners Equity Management’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
2014
Q2 		– Sell
-40,000
Closed -$763K – 30
2014
Q1 		$763K Sell
40,000
-14,000
-26% -$261K 0.35% 28
2013
Q4 		$924K Buy
+54,000
New +$934K 0.49% 28

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OHA
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Bank of America
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marathon Partners Equity Management's BTT Position: Q2 2014 in Review

Marathon Partners Equity Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2014, closing a stake of 40,000 shares — an estimated $763K sold.

Marathon Partners Equity Management first reported a position in BTT in Q4 2013 and held it in 2 quarters. The position peaked at $924K in Q4 2013. 47 funds tracked by Wall St. Rank hold BTT as of Q2 2014.

  • Marathon Partners Equity Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2014 after selling out during the quarter.
  • Marathon Partners Equity Management sold 40,000 BlackRock Municipal 2030 Target Term Trust shares in Q2 2014, an estimated $763K.
  • Marathon Partners Equity Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2013 and held it in 2 quarters.
  • Marathon Partners Equity Management's BlackRock Municipal 2030 Target Term Trust position peaked at $924K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2014.

Based on Marathon Partners Equity Management's 13F filing for Q2 2014, filed 14 Aug 2014.