WCM
BTT icon

Whitener Capital Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Whitener Capital Management’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
2018
Q2 		– Sell
-4,964
Closed -$105K – 162
2018
Q1 		$105K Hold
4,964
– – 0.08% 145
2017
Q4 		$110K Buy
+4,964
New +$112K 0.09% 142

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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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

Whitener Capital Management's BTT Position: Q2 2018 in Review

Whitener Capital Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2018, closing a stake of 4,964 shares — an estimated $105K sold.

Whitener Capital Management first reported a position in BTT in Q4 2017 and held it in 2 quarters. The position peaked at $110K in Q4 2017. 86 funds tracked by Wall St. Rank hold BTT as of Q2 2018.

  • Whitener Capital Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2018 after selling out during the quarter.
  • Whitener Capital Management sold 4,964 BlackRock Municipal 2030 Target Term Trust shares in Q2 2018, an estimated $105K.
  • Whitener Capital Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2017 and held it in 2 quarters.
  • Whitener Capital Management's BlackRock Municipal 2030 Target Term Trust position peaked at $110K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.