Stifel Financial
BTA

Stifel Financial’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Stifel Financial’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
2016
Q3 		– Sell
-10,640
Closed -$137K – 2398
2016
Q2 		$137K Buy
+10,640
New +$132K ﹤0.01% 2340
2015
Q4 		– Sell
-25,922
Closed -$285K – 2340
2015
Q3 		$285K Buy
+25,922
New +$284K ﹤0.01% 1854

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial's BTA Position: Q3 2016 in Review

Stifel Financial sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2016, closing a stake of 10,640 shares — an estimated $137K sold.

Stifel Financial first reported a position in BTA in Q3 2015 and held it in 2 quarters. The position peaked at $285K in Q3 2015. 25 funds tracked by Wall St. Rank hold BTA as of Q3 2016.

  • Stifel Financial reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2016 after selling out during the quarter.
  • Stifel Financial sold 10,640 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2016, an estimated $137K.
  • Stifel Financial first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2015 and held it in 2 quarters.
  • Stifel Financial's BlackRock Long-Term Municipal Advantage Trust position peaked at $285K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2016.

Based on Stifel Financial's 13F filing for Q3 2016, filed 15 Nov 2016.