Ameritas Investment Company’s BlackRock MuniAssets Fund MUA Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-3,005	Closed	-$36K	–	1128
2020 Q1	$36K	Buy	+3,005	New	+$44.6K	0.01%	808
2019 Q2	–	Sell	-3,005	Closed	-$45K	–	612
2019 Q1	$45K	Buy	3,005 +2,075	+223%	+$29.2K	0.01%	442
2018 Q4	$12K	Buy	+930	New	+$11.9K	﹤0.01%	998

Other funds holding MUA

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

KMWM

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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ameritas Investment Company's MUA Position: Q2 2020 in Review

Ameritas Investment Company sold out of BlackRock MuniAssets Fund (MUA) in Q2 2020, closing a stake of 3,005 shares — an estimated $36K sold.

Ameritas Investment Company first reported a position in MUA in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q1 2019. 61 funds tracked by Wall St. Rank hold MUA as of Q2 2020.

Ameritas Investment Company reported no remaining BlackRock MuniAssets Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 3,005 BlackRock MuniAssets Fund shares in Q2 2020, an estimated $36K.
Ameritas Investment Company first reported a position in BlackRock MuniAssets Fund in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's BlackRock MuniAssets Fund position peaked at $45K in Q1 2019.
61 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.