PAG
BTT icon

Pinnacle Advisory Group’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Pinnacle Advisory Group’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
2018
Q2 		– Sell
-10,360
Closed -$221K – 149
2018
Q1 		$221K Sell
10,360
-8,795
-46% -$190K 0.01% 176
2017
Q4 		$428K Sell
19,155
-2,825
-13% -$63.5K 0.02% 145
2017
Q3 		$498K Hold
21,980
– – 0.03% 118
2017
Q2 		$509K Buy
21,980
+2,605
+13% +$60.2K 0.03% 114
2017
Q1 		$438K Buy
19,375
+7,955
+70% +$179K 0.03% 122
2016
Q4 		$249K Buy
+11,420
New +$257K 0.02% 166
2016
Q3 		– Sell
-20,750
Closed -$502K – 126
2016
Q2 		$502K Buy
+20,750
New +$488K 0.04% 68

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return