Bedel Financial Consulting’s BlackRock MuniAssets Fund MUA Stock Holding History

Bedel Financial Consulting’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
2021 Q3	–	Sell	-1,301	Closed	-$22K	–	1011
2021 Q2	$22K	Hold	1,301	–	–	0.01%	543
2021 Q1	$20K	Hold	1,301	–	–	0.01%	516
2020 Q4	$19K	Hold	1,301	–	–	0.01%	459
2020 Q3	$18K	Hold	1,301	–	–	0.01%	441
2020 Q2	$18K	Hold	1,301	–	–	0.01%	416
2020 Q1	$17K	Hold	1,301	–	–	0.01%	402
2019 Q4	$20K	Hold	1,301	–	–	0.01%	407
2019 Q3	$20K	Hold	1,301	–	–	0.01%	395
2019 Q2	$21K	Hold	1,301	–	–	0.01%	390
2019 Q1	$19K	Hold	1,301	–	–	0.01%	401
2018 Q4	$17K	Hold	1,301	–	–	0.01%	383
2018 Q3	$16K	Hold	1,301	–	–	0.01%	412
2018 Q2	$17K	Hold	1,301	–	–	0.01%	400
2018 Q1	$18K	Buy	+1,301	New	+$18.2K	0.01%	398

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

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

SPIA

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

KMWM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

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

Bedel Financial Consulting's MUA Position: Q3 2021 in Review

Bedel Financial Consulting sold out of BlackRock MuniAssets Fund (MUA) in Q3 2021, closing a stake of 1,301 shares — an estimated $22K sold.

Bedel Financial Consulting first reported a position in MUA in Q1 2018 and held it in 14 quarters. The position peaked at $22K in Q2 2021. 66 funds tracked by Wall St. Rank hold MUA as of Q3 2021.

Bedel Financial Consulting reported no remaining BlackRock MuniAssets Fund position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 1,301 BlackRock MuniAssets Fund shares in Q3 2021, an estimated $22K.
Bedel Financial Consulting first reported a position in BlackRock MuniAssets Fund in Q1 2018 and held it in 14 quarters.
Bedel Financial Consulting's BlackRock MuniAssets Fund position peaked at $22K in Q2 2021.
66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.