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

Waverly 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
2014
Q1 		– Sell
-1,150
Closed -$20K – 703
2013
Q4 		$20K Buy
+1,150
New +$19.9K 0.01% 452

Other funds holding BTT

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waverly Advisors's BTT Position: Q1 2014 in Review

Waverly Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2014, closing a stake of 1,150 shares — an estimated $20K sold.

Waverly Advisors first reported a position in BTT in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 51 funds tracked by Wall St. Rank hold BTT as of Q1 2014.

  • Waverly Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,150 BlackRock Municipal 2030 Target Term Trust shares in Q1 2014, an estimated $20K.
  • Waverly Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2013 and held it in 1 quarter.
  • Waverly Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $20K in Q4 2013.
  • 51 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.