FEG
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Financial Enhancement Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Financial Enhancement Group’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
Q1 		– Sell
-1,280
Closed -$19K – 309
2020
Q4 		$19K Buy
+1,280
New +$18.2K ﹤0.01% 179

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Enhancement Group's MUA Position: Q1 2021 in Review

Financial Enhancement Group sold out of BlackRock MuniAssets Fund (MUA) in Q1 2021, closing a stake of 1,280 shares — an estimated $19K sold.

Financial Enhancement Group first reported a position in MUA in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 66 funds tracked by Wall St. Rank hold MUA as of Q1 2021.

  • Financial Enhancement Group reported no remaining BlackRock MuniAssets Fund position as of Q1 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 1,280 BlackRock MuniAssets Fund shares in Q1 2021, an estimated $19K.
  • Financial Enhancement Group first reported a position in BlackRock MuniAssets Fund in Q4 2020 and held it in 1 quarter.
  • Financial Enhancement Group's BlackRock MuniAssets Fund position peaked at $19K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2021.

Based on Financial Enhancement Group's 13F filing for Q1 2021, filed 10 May 2021.