MBT
BTT icon

Montecito Bank & Trust’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-1,535
Closed -$34K – 208
2016
Q4 		$34K Buy
+1,535
New +$34.6K 0.01% 306

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Montecito Bank & Trust's BTT Position: Q1 2017 in Review

Montecito Bank & Trust sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2017, closing a stake of 1,535 shares — an estimated $34K sold.

Montecito Bank & Trust first reported a position in BTT in Q4 2016 and held it in 1 quarter. The position peaked at $34K in Q4 2016. 64 funds tracked by Wall St. Rank hold BTT as of Q1 2017.

  • Montecito Bank & Trust reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,535 BlackRock Municipal 2030 Target Term Trust shares in Q1 2017, an estimated $34K.
  • Montecito Bank & Trust first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's BlackRock Municipal 2030 Target Term Trust position peaked at $34K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.