MC
BTA

Moors & Cabot’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Moors & Cabot’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
2022
Q4 		– Sell
-22,819
Closed -$225K – 859
2022
Q3 		$225K Buy
22,819
+56
+0.2% +$636 0.02% 662
2022
Q2 		$252K Sell
22,763
-2,436
-10% -$26.5K 0.02% 616
2022
Q1 		$295K Buy
25,199
+34
+0.1% +$423 0.02% 628
2021
Q4 		$377K Buy
25,165
+59
+0.2% +$824 0.02% 552
2021
Q3 		$339K Buy
25,106
+42
+0.2% +$587 0.02% 560
2021
Q2 		$341K Buy
25,064
+44
+0.2% +$584 0.02% 528
2021
Q1 		$317K Buy
25,020
+29
+0.1% +$369 0.02% 515
2020
Q4 		$318K Sell
24,991
-3,358
-12% -$41.3K 0.03% 509
2020
Q3 		$335K Buy
28,349
+44
+0.2% +$542 0.03% 441
2020
Q2 		$336K Sell
28,305
-158
-0.6% -$1.77K 0.04% 418
2020
Q1 		$318K Buy
+28,463
New +$355K 0.05% 353

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Moors & Cabot's BTA Position: Q4 2022 in Review

Moors & Cabot sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2022, closing a stake of 22,819 shares — an estimated $225K sold.

Moors & Cabot first reported a position in BTA in Q1 2020 and held it in 11 quarters. The position peaked at $377K in Q4 2021. 38 funds tracked by Wall St. Rank hold BTA as of Q4 2022.

  • Moors & Cabot reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2022 after selling out during the quarter.
  • Moors & Cabot sold 22,819 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2022, an estimated $225K.
  • Moors & Cabot first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2020 and held it in 11 quarters.
  • Moors & Cabot's BlackRock Long-Term Municipal Advantage Trust position peaked at $377K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.