Advisornet Financial’s BlackRock MuniAssets Fund MUA Stock Holding History

Advisornet Financial’s Portfolio MUA Stock Details MUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,742	Closed	-$24K	–	1823
2020 Q2	$24K	Hold	1,742	–	–	﹤0.01%	1059
2020 Q1	$23K	Buy	+1,742	New	+$25.9K	﹤0.01%	1032

Other funds holding MUA

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Advisornet Financial's MUA Position: Q3 2020 in Review

Advisornet Financial sold out of BlackRock MuniAssets Fund (MUA) in Q3 2020, closing a stake of 1,742 shares — an estimated $24K sold.

Advisornet Financial first reported a position in MUA in Q1 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 67 funds tracked by Wall St. Rank hold MUA as of Q3 2020.

Advisornet Financial reported no remaining BlackRock MuniAssets Fund position as of Q3 2020 after selling out during the quarter.
Advisornet Financial sold 1,742 BlackRock MuniAssets Fund shares in Q3 2020, an estimated $24K.
Advisornet Financial first reported a position in BlackRock MuniAssets Fund in Q1 2020 and held it in 2 quarters.
Advisornet Financial's BlackRock MuniAssets Fund position peaked at $24K in Q2 2020.
67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.