PAS
BTA

Partnervest Advisory Services’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Partnervest Advisory Services’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
Q4 		– Sell
-11,868
Closed -$150K – 247
2019
Q3 		$150K Buy
+11,868
New +$151K 0.05% 238

Other funds holding BTA

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Partnervest Advisory Services's BTA Position: Q4 2019 in Review

Partnervest Advisory Services sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2019, closing a stake of 11,868 shares — an estimated $150K sold.

Partnervest Advisory Services first reported a position in BTA in Q3 2019 and held it in 1 quarter. The position peaked at $150K in Q3 2019. 28 funds tracked by Wall St. Rank hold BTA as of Q4 2019.

  • Partnervest Advisory Services reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 11,868 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2019, an estimated $150K.
  • Partnervest Advisory Services first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's BlackRock Long-Term Municipal Advantage Trust position peaked at $150K in Q3 2019.
  • 28 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.