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

IHT 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 Q2	–	Sell	-5,643	Closed	-$75K	–	1008
2018 Q1	$75K	Hold	5,643	–	–	0.02%	561
2017 Q4	$84K	Hold	5,643	–	–	0.02%	537
2017 Q3	$86K	Hold	5,643	–	–	0.04%	385
2017 Q2	$22	Buy	+5,643	New	+$83K	0.01%	756

Other funds holding MUA

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

IHT Wealth Management's MUA Position: Q2 2018 in Review

IHT Wealth Management sold out of BlackRock MuniAssets Fund (MUA) in Q2 2018, closing a stake of 5,643 shares — an estimated $75K sold.

IHT Wealth Management first reported a position in MUA in Q2 2017 and held it in 4 quarters. The position peaked at $86K in Q3 2017. 54 funds tracked by Wall St. Rank hold MUA as of Q2 2018.

IHT Wealth Management reported no remaining BlackRock MuniAssets Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 5,643 BlackRock MuniAssets Fund shares in Q2 2018, an estimated $75K.
IHT Wealth Management first reported a position in BlackRock MuniAssets Fund in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's BlackRock MuniAssets Fund position peaked at $86K in Q3 2017.
54 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.