Investors Research Corp’s BlackRock MuniAssets Fund MUA Stock Holding History

Investors Research Corp’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	-1,500	Closed	-$22K	–	1036
2020 Q4	$22K	Hold	1,500	–	–	0.01%	710
2020 Q3	$21K	Hold	1,500	–	–	0.01%	681
2020 Q2	$21K	Hold	1,500	–	–	0.01%	669
2020 Q1	$20K	Hold	1,500	–	–	0.01%	611
2019 Q4	$23K	Hold	1,500	–	–	0.01%	676
2019 Q3	$23K	Hold	1,500	–	–	0.01%	667
2019 Q2	$24K	Hold	1,500	–	–	0.01%	649
2019 Q1	$22K	Buy	+1,500	New	+$21.1K	0.01%	659

Other funds holding MUA

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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 $26.4B AUM 21.05% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Research Corp's MUA Position: Q1 2021 in Review

Investors Research Corp sold out of BlackRock MuniAssets Fund (MUA) in Q1 2021, closing a stake of 1,500 shares — an estimated $22K sold.

Investors Research Corp first reported a position in MUA in Q1 2019 and held it in 8 quarters. The position peaked at $24K in Q2 2019. 66 funds tracked by Wall St. Rank hold MUA as of Q1 2021.

Investors Research Corp reported no remaining BlackRock MuniAssets Fund position as of Q1 2021 after selling out during the quarter.
Investors Research Corp sold 1,500 BlackRock MuniAssets Fund shares in Q1 2021, an estimated $22K.
Investors Research Corp first reported a position in BlackRock MuniAssets Fund in Q1 2019 and held it in 8 quarters.
Investors Research Corp's BlackRock MuniAssets Fund position peaked at $24K in Q2 2019.
66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2021.

Based on Investors Research Corp's 13F filing for Q1 2021, filed 28 Apr 2021.