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Chessman Wealth Strategies RIA’s BlackRock MuniAssets Fund MUA Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-727
Closed -$9K – 114
2018
Q3 		$9K Buy
+727
New +$9.64K 0.01% 135

Other funds holding MUA

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Chessman Wealth Strategies RIA's MUA Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of BlackRock MuniAssets Fund (MUA) in Q4 2018, closing a stake of 727 shares — an estimated $9K sold.

Chessman Wealth Strategies RIA first reported a position in MUA in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 56 funds tracked by Wall St. Rank hold MUA as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining BlackRock MuniAssets Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 727 BlackRock MuniAssets Fund shares in Q4 2018, an estimated $9K.
  • Chessman Wealth Strategies RIA first reported a position in BlackRock MuniAssets Fund in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's BlackRock MuniAssets Fund position peaked at $9K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.