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

WFG 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
2017
Q2 		$9K Hold
400
– – ﹤0.01% 1167
2017
Q1 		$9K Hold
400
– – ﹤0.01% 1096
2016
Q4 		$9K Sell
400
-1,520
-79% -$34.2K ﹤0.01% 1132
2016
Q3 		$47K Buy
1,920
+215
+13% +$5.17K 0.01% 728
2016
Q2 		$41K Buy
+1,705
New +$40.1K 0.01% 733

Other funds holding BTT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
LFR
Lehman Financial Resources Media, Pennsylvania $213M AUM 12.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

WFG Advisors's BTT Position: Q2 2017 in Review

WFG Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2017 at 400 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

WFG Advisors first reported a position in BTT in Q2 2016 and has held it in 5 quarters since. The position peaked at $47K in Q3 2016. 68 funds tracked by Wall St. Rank hold BTT as of Q2 2017.

  • WFG Advisors held 400 shares of BlackRock Municipal 2030 Target Term Trust worth $9K as of Q2 2017.
  • WFG Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2017.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1167 holding.
  • WFG Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $47K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2017.

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