TJHA
BTA

Thomas J. Herzfeld Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Thomas J. Herzfeld Advisors’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
2019
Q1 		– Sell
-14,998
Closed -$160K – 293
2018
Q4 		$160K Buy
14,998
+6,313
+73% +$69K 0.06% 129
2018
Q3 		$98K Buy
8,685
+3,946
+83% +$44.8K 0.03% 141
2018
Q2 		$53K Hold
4,739
– – 0.02% 175
2018
Q1 		$54K Buy
+4,739
New +$54.5K 0.02% 186
2016
Q3 		– Sell
-4,206
Closed -$54K – 296
2016
Q2 		$54K Sell
4,206
-2,794
-40% -$34.8K 0.03% 190
2016
Q1 		$83K Buy
7,000
+5,000
+250% +$58.4K 0.04% 172
2015
Q4 		$23K Buy
+2,000
New +$22.3K 0.01% 272
2014
Q4 		– Sell
-9,000
Closed -$101K – 311
2014
Q3 		$101K Buy
+9,000
New +$100K 0.06% 164

Other funds holding BTA

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GC
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Morgan Stanley
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Invesco
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return