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Moody Lynn & Lieberson’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Moody Lynn & Lieberson’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
Q4 		– Sell
-32,855
Closed -$745K – 211
2017
Q3 		$745K Sell
32,855
-50
-0.2% -$1.15K 0.09% 122
2017
Q2 		$761K Buy
32,905
+17,000
+107% +$393K 0.1% 119
2017
Q1 		$360K Hold
15,905
– – 0.05% 148
2016
Q4 		$347K Buy
+15,905
New +$358K 0.05% 146

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Moody Lynn & Lieberson's BTT Position: Q4 2017 in Review

Moody Lynn & Lieberson sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2017, closing a stake of 32,855 shares — an estimated $745K sold.

Moody Lynn & Lieberson first reported a position in BTT in Q4 2016 and held it in 4 quarters. The position peaked at $761K in Q2 2017. 89 funds tracked by Wall St. Rank hold BTT as of Q4 2017.

  • Moody Lynn & Lieberson reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2017 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 32,855 BlackRock Municipal 2030 Target Term Trust shares in Q4 2017, an estimated $745K.
  • Moody Lynn & Lieberson first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2016 and held it in 4 quarters.
  • Moody Lynn & Lieberson's BlackRock Municipal 2030 Target Term Trust position peaked at $761K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2017, filed 2 Feb 2018.