UFA
BTT icon

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

US Financial Advisors’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
2016
Q2 		– Sell
-1,200
Closed -$28K – 89
2016
Q1 		$28K Buy
+1,200
New +$26.7K 0.05% 129

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Financial Advisors's BTT Position: Q2 2016 in Review

US Financial Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2016, closing a stake of 1,200 shares — an estimated $28K sold.

US Financial Advisors first reported a position in BTT in Q1 2016 and held it in 1 quarter. The position peaked at $28K in Q1 2016. 60 funds tracked by Wall St. Rank hold BTT as of Q2 2016.

  • US Financial Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,200 BlackRock Municipal 2030 Target Term Trust shares in Q2 2016, an estimated $28K.
  • US Financial Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2016 and held it in 1 quarter.
  • US Financial Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $28K in Q1 2016.
  • 60 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.