UBS AM
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UBS AM’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

UBS AM’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
2019
Q4 		– Sell
-4,149
Closed -$98.2K – 2572
2019
Q3 		$98.2K Hold
4,149
– – ﹤0.01% 2665
2019
Q2 		$96.4K Hold
4,149
– – ﹤0.01% 2645
2019
Q1 		$92.3K Hold
4,149
– – ﹤0.01% 2571
2018
Q4 		$85.1K Sell
4,149
-1,351
-25% -$27.3K ﹤0.01% 2533
2018
Q3 		$114K Hold
5,500
– – ﹤0.01% 2521
2018
Q2 		$119K Hold
5,500
– – ﹤0.01% 2548
2018
Q1 		$117K Hold
5,500
– – ﹤0.01% 2448
2017
Q4 		$123K Buy
+5,500
New +$124K ﹤0.01% 2381

Other funds holding BTT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

UBS AM's BTT Position: Q4 2019 in Review

UBS AM sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2019, closing a stake of 4,149 shares — an estimated $98.2K sold.

UBS AM first reported a position in BTT in Q4 2017 and held it in 8 quarters. The position peaked at $123K in Q4 2017. 104 funds tracked by Wall St. Rank hold BTT as of Q4 2019.

  • UBS AM reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 4,149 BlackRock Municipal 2030 Target Term Trust shares in Q4 2019, an estimated $98.2K.
  • UBS AM first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2017 and held it in 8 quarters.
  • UBS AM's BlackRock Municipal 2030 Target Term Trust position peaked at $123K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.