WB
BTA

Webster Bank’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Webster Bank’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
2024
Q1 		– Sell
-1,241
Closed -$12.7K – 619
2023
Q4 		$12.7K Hold
1,241
– – ﹤0.01% 470
2023
Q3 		$11.1K Hold
1,241
– – ﹤0.01% 455
2023
Q2 		$12K Hold
1,241
– – ﹤0.01% 445
2023
Q1 		$12.3K Buy
+1,241
New +$12.3K ﹤0.01% 455

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Webster Bank's BTA Position: Q1 2024 in Review

Webster Bank sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2024, closing a stake of 1,241 shares — an estimated $12.7K sold.

Webster Bank first reported a position in BTA in Q1 2023 and held it in 4 quarters. The position peaked at $12.7K in Q4 2023. 37 funds tracked by Wall St. Rank hold BTA as of Q1 2024.

  • Webster Bank reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2024 after selling out during the quarter.
  • Webster Bank sold 1,241 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2024, an estimated $12.7K.
  • Webster Bank first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2023 and held it in 4 quarters.
  • Webster Bank's BlackRock Long-Term Municipal Advantage Trust position peaked at $12.7K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2024.

Based on Webster Bank's 13F filing for Q1 2024, filed 16 Apr 2024.