Key Financial Inc
MPA icon

Key Financial Inc’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Key Financial Inc’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
2023
Q1 		– Sell
-23,205
Closed -$275K – 1199
2022
Q4 		$275K Hold
23,205
– – 0.13% 134
2022
Q3 		$275K Buy
+23,205
New +$303K 0.13% 136

Other funds holding MPA

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Logan Stone Capital
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Almitas Capital
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Key Financial Inc's MPA Position: Q1 2023 in Review

Key Financial Inc sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q1 2023, closing a stake of 23,205 shares — an estimated $275K sold.

Key Financial Inc first reported a position in MPA in Q3 2022 and held it in 2 quarters. The position peaked at $275K in Q4 2022. 31 funds tracked by Wall St. Rank hold MPA as of Q1 2023.

  • Key Financial Inc reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 23,205 BlackRock MuniYield Pennsylvania Quality Fund shares in Q1 2023, an estimated $275K.
  • Key Financial Inc first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q3 2022 and held it in 2 quarters.
  • Key Financial Inc's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $275K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.