TRUE Private Wealth Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-1,313	Closed	-$16K	–	296
2020 Q4	$16K	Buy	1,313 +22	+2%	+$270	﹤0.01%	472
2020 Q3	$15K	Buy	1,291 +16	+1%	+$197	﹤0.01%	441
2020 Q2	$15K	Buy	1,275 +17	+1%	+$190	﹤0.01%	432
2020 Q1	$14K	Buy	1,258 +10	+0.8%	+$125	﹤0.01%	401
2019 Q4	$15K	Buy	+1,248	New	+$15.9K	﹤0.01%	531
2019 Q3	–	Sell	-1,214	Closed	-$15K	–	284
2019 Q2	$15K	Buy	+1,214	New	+$14.6K	﹤0.01%	491
2018 Q4	–	Sell	-1,166	Closed	-$13.2K	–	327
2018 Q3	$13.2K	Buy	+1,166	New	+$13.2K	﹤0.01%	691

Other funds holding BTA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AMC

Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

TRUE Private Wealth Advisors's BTA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2021, closing a stake of 1,313 shares — an estimated $16K sold.

TRUE Private Wealth Advisors first reported a position in BTA in Q3 2018 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 30 funds tracked by Wall St. Rank hold BTA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,313 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2021, an estimated $16K.
TRUE Private Wealth Advisors first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's BlackRock Long-Term Municipal Advantage Trust position peaked at $16K in Q4 2020.
30 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.