JFS Wealth Advisors’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

JFS Wealth Advisors’s Portfolio MPA Stock Details MPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-880	Closed	-$13K	–	537
2019 Q3	$13K	Hold	880	–	–	﹤0.01%	349
2019 Q2	$12K	Hold	880	–	–	﹤0.01%	352
2019 Q1	$12K	Hold	880	–	–	﹤0.01%	344
2018 Q4	$11K	Hold	880	–	–	﹤0.01%	342
2018 Q3	$11K	Hold	880	–	–	﹤0.01%	397
2018 Q2	$12K	Hold	880	–	–	﹤0.01%	354
2018 Q1	$12K	Buy	+880	New	+$12.2K	﹤0.01%	359
2017 Q4	–	Sell	-2,327	Closed	-$34K	–	549
2017 Q3	$34K	Buy	+2,327	New	+$34K	0.01%	275
2015 Q3	–	Sell	-1,000	Closed	-$13K	–	534
2015 Q2	$13K	Hold	1,000	–	–	0.01%	338
2015 Q1	$15K	Hold	1,000	–	–	0.01%	313
2014 Q4	$14K	Buy	+1,000	New	+$14.2K	﹤0.01%	333

Other funds holding MPA

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

JFS Wealth Advisors's MPA Position: Q4 2019 in Review

JFS Wealth Advisors sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q4 2019, closing a stake of 880 shares — an estimated $13K sold.

JFS Wealth Advisors first reported a position in MPA in Q4 2014 and held it in 11 quarters. The position peaked at $34K in Q3 2017. 32 funds tracked by Wall St. Rank hold MPA as of Q4 2019.

JFS Wealth Advisors reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q4 2019 after selling out during the quarter.
JFS Wealth Advisors sold 880 BlackRock MuniYield Pennsylvania Quality Fund shares in Q4 2019, an estimated $13K.
JFS Wealth Advisors first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q4 2014 and held it in 11 quarters.
JFS Wealth Advisors's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $34K in Q3 2017.
32 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.