PFBT
BTT icon

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

Parkside Financial 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
Q3 		– Sell
-400
Closed -$9K – 1390
2017
Q2 		$9K Buy
+400
New +$9.24K ﹤0.01% 751

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Parkside Financial Bank & Trust's BTT Position: Q3 2017 in Review

Parkside Financial Bank & Trust sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2017, closing a stake of 400 shares — an estimated $9K sold.

Parkside Financial Bank & Trust first reported a position in BTT in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 72 funds tracked by Wall St. Rank hold BTT as of Q3 2017.

  • Parkside Financial Bank & Trust reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2017 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 400 BlackRock Municipal 2030 Target Term Trust shares in Q3 2017, an estimated $9K.
  • Parkside Financial Bank & Trust first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2017 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's BlackRock Municipal 2030 Target Term Trust position peaked at $9K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2017.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2017, filed 27 Oct 2017.