MAFM
BTA

Mid Atlantic Financial Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Mid Atlantic Financial Management’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
2019
Q1 		– Sell
-19,700
Closed -$210K – 732
2018
Q4 		$210K Buy
+19,700
New +$215K 0.03% 579

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mid Atlantic Financial Management's BTA Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2019, closing a stake of 19,700 shares — an estimated $210K sold.

Mid Atlantic Financial Management first reported a position in BTA in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 27 funds tracked by Wall St. Rank hold BTA as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 19,700 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2019, an estimated $210K.
  • Mid Atlantic Financial Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $210K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.