WFG Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

WFG 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
2017 Q2	$67K	Hold	5,700	–	–	0.02%	631
2017 Q1	$65K	Hold	5,700	–	–	0.02%	594
2016 Q4	$64K	Buy	+5,700	New	+$65.8K	0.02%	660
2015 Q1	–	Sell	-1,390	Closed	-$16K	–	1790
2014 Q4	$16K	Hold	1,390	–	–	﹤0.01%	1299
2014 Q3	$16K	Sell	1,390 -5,965	-81%	-$66.6K	﹤0.01%	1346
2014 Q2	$83K	Hold	7,355	–	–	0.02%	722
2014 Q1	$80K	Hold	7,355	–	–	0.02%	719
2013 Q4	$75K	Hold	7,355	–	–	0.01%	855
2013 Q3	$78K	Sell	7,355 -1,600	-18%	-$16.7K	0.01%	781
2013 Q2	$101K	Buy	+8,955	New	+$107K	0.02%	663

Other funds holding BTA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return