FHC
MUAC

First Heartland Consultants’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

First Heartland Consultants’s Portfolio MUAC Stock Details MUAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,928
Closed -$100K – 406
2013
Q2 		$100K Buy
+1,928
New +$99.4K 0.06% 233

Other funds holding MUAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Heartland Consultants's MUAC Position: Q3 2013 in Review

First Heartland Consultants sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2013, closing a stake of 1,928 shares — an estimated $100K sold.

First Heartland Consultants first reported a position in MUAC in Q2 2013 and held it in 1 quarter. The position peaked at $100K in Q2 2013. 24 funds tracked by Wall St. Rank hold MUAC as of Q3 2013.

  • First Heartland Consultants reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,928 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2013, an estimated $100K.
  • First Heartland Consultants first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $100K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.