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Sit Investment Associates’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Sit Investment Associates’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
2015
Q2 		– Sell
-169,300
Closed -$3.55M – 490
2015
Q1 		$3.55M Buy
+169,300
New +$3.54M 0.06% 197
2014
Q1 		– Sell
-82,600
Closed -$1.41M – 451
2013
Q4 		$1.41M Buy
+82,600
New +$1.43M 0.03% 325

Other funds holding BTT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sit Investment Associates's BTT Position: Q2 2015 in Review

Sit Investment Associates sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2015, closing a stake of 169,300 shares — an estimated $3.55M sold.

Sit Investment Associates first reported a position in BTT in Q4 2013 and held it in 2 quarters. The position peaked at $3.55M in Q1 2015. 55 funds tracked by Wall St. Rank hold BTT as of Q2 2015.

  • Sit Investment Associates reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2015 after selling out during the quarter.
  • Sit Investment Associates sold 169,300 BlackRock Municipal 2030 Target Term Trust shares in Q2 2015, an estimated $3.55M.
  • Sit Investment Associates first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2013 and held it in 2 quarters.
  • Sit Investment Associates's BlackRock Municipal 2030 Target Term Trust position peaked at $3.55M in Q1 2015.
  • 55 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2015.

Based on Sit Investment Associates's 13F filing for Q2 2015, filed 20 Jul 2015.