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Summit Capital Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Summit Capital Management’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
2014
Q1 		– Sell
-77,916
Closed -$1.33M – 65
2013
Q4 		$1.33M Buy
+77,916
New +$1.35M 0.5% 46

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OHA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Capital Management's BTT Position: Q1 2014 in Review

Summit Capital Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2014, closing a stake of 77,916 shares — an estimated $1.33M sold.

Summit Capital Management first reported a position in BTT in Q4 2013 and held it in 1 quarter. The position peaked at $1.33M in Q4 2013. 51 funds tracked by Wall St. Rank hold BTT as of Q1 2014.

  • Summit Capital Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2014 after selling out during the quarter.
  • Summit Capital Management sold 77,916 BlackRock Municipal 2030 Target Term Trust shares in Q1 2014, an estimated $1.33M.
  • Summit Capital Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2013 and held it in 1 quarter.
  • Summit Capital Management's BlackRock Municipal 2030 Target Term Trust position peaked at $1.33M in Q4 2013.
  • 51 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2014.

Based on Summit Capital Management's 13F filing for Q1 2014, filed 14 May 2014.