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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

WFG Advisors's BTA Position: Q2 2017 in Review

WFG Advisors held its BlackRock Long-Term Municipal Advantage Trust (BTA) position steady in Q2 2017 at 5,700 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #631.

WFG Advisors first reported a position in BTA in Q2 2013 and has held it in 10 quarters since. The position peaked at $101K in Q2 2013. 33 funds tracked by Wall St. Rank hold BTA as of Q2 2017.

WFG Advisors held 5,700 shares of BlackRock Long-Term Municipal Advantage Trust worth $67K as of Q2 2017.
WFG Advisors left its BlackRock Long-Term Municipal Advantage Trust share count unchanged in Q2 2017.
BlackRock Long-Term Municipal Advantage Trust made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #631 holding.
WFG Advisors first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q2 2013 and has held it in 10 quarters since.
WFG Advisors's BlackRock Long-Term Municipal Advantage Trust position peaked at $101K in Q2 2013.
33 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.