LPT
MUAC

Legacy Private Trust’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Legacy Private Trust’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
2014
Q2 		– Sell
-12,900
Closed -$661K – 274
2014
Q1 		$661K Sell
12,900
-18,170
-58% -$933K 0.12% 134
2013
Q4 		$1.6M Buy
31,070
+6,300
+25% +$324K 0.29% 86
2013
Q3 		$1.28M Buy
24,770
+5,500
+29% +$284K 0.27% 82
2013
Q2 		$996K Buy
+19,270
New +$994K 0.23% 88

Other funds holding MUAC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Private Trust's MUAC Position: Q2 2014 in Review

Legacy Private Trust sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q2 2014, closing a stake of 12,900 shares — an estimated $661K sold.

Legacy Private Trust first reported a position in MUAC in Q2 2013 and held it in 4 quarters. The position peaked at $1.6M in Q4 2013. 24 funds tracked by Wall St. Rank hold MUAC as of Q2 2014.

  • Legacy Private Trust reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q2 2014 after selling out during the quarter.
  • Legacy Private Trust sold 12,900 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q2 2014, an estimated $661K.
  • Legacy Private Trust first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 4 quarters.
  • Legacy Private Trust's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $1.6M in Q4 2013.
  • 24 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q2 2014.

Based on Legacy Private Trust's 13F filing for Q2 2014, filed 15 Jul 2014.