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Cornerstone Wealth Management’s BlackRock MuniAssets Fund MUA Stock Holding History

Cornerstone Wealth Management’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
-9,439
Closed -$621K – 859
2018
Q3 		$621K Buy
9,439
+1,204
+15% +$16K 0.01% 845
2018
Q2 		$621K Buy
+8,235
New +$109K 0.01% 932

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

Cornerstone Wealth Management's MUA Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of BlackRock MuniAssets Fund (MUA) in Q4 2018, closing a stake of 9,439 shares — an estimated $621K sold.

Cornerstone Wealth Management first reported a position in MUA in Q2 2018 and held it in 2 quarters. The position peaked at $621K in Q3 2018. 56 funds tracked by Wall St. Rank hold MUA as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining BlackRock MuniAssets Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,439 BlackRock MuniAssets Fund shares in Q4 2018, an estimated $621K.
  • Cornerstone Wealth Management first reported a position in BlackRock MuniAssets Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's BlackRock MuniAssets Fund position peaked at $621K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.