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Semper Trust’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Semper 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
2013
Q4 		– Sell
-18,000
Closed -$327K – 154
2013
Q3 		$327K Buy
+18,000
New +$327K 0.15% 136

Other funds holding BTT

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Semper Trust's BTT Position: Q4 2013 in Review

Semper Trust sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2013, closing a stake of 18,000 shares — an estimated $327K sold.

Semper Trust first reported a position in BTT in Q3 2013 and held it in 1 quarter. The position peaked at $327K in Q3 2013. 51 funds tracked by Wall St. Rank hold BTT as of Q4 2013.

  • Semper Trust reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2013 after selling out during the quarter.
  • Semper Trust sold 18,000 BlackRock Municipal 2030 Target Term Trust shares in Q4 2013, an estimated $327K.
  • Semper Trust first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2013 and held it in 1 quarter.
  • Semper Trust's BlackRock Municipal 2030 Target Term Trust position peaked at $327K in Q3 2013.
  • 51 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2013.

Based on Semper Trust's 13F filing for Q4 2013, filed 11 Feb 2014.