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

Tompkins Financial’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
-1,000
Closed -$18K – 525
2013
Q3 		$18K Hold
1,000
– – 0.01% 355
2013
Q2 		$19K Buy
+1,000
New +$21.9K 0.01% 356

Other funds holding BTT

U
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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

Tompkins Financial's BTT Position: Q4 2013 in Review

Tompkins Financial sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2013, closing a stake of 1,000 shares — an estimated $18K sold.

Tompkins Financial first reported a position in BTT in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 51 funds tracked by Wall St. Rank hold BTT as of Q4 2013.

  • Tompkins Financial reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2013 after selling out during the quarter.
  • Tompkins Financial sold 1,000 BlackRock Municipal 2030 Target Term Trust shares in Q4 2013, an estimated $18K.
  • Tompkins Financial first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2013 and held it in 2 quarters.
  • Tompkins Financial's BlackRock Municipal 2030 Target Term Trust position peaked at $19K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2013.

Based on Tompkins Financial's 13F filing for Q4 2013, filed 8 Jan 2014.