LWI
MUAC

Long Wharf Investors’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Long Wharf Investors’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
2013
Q3 		– Sell
-5,700
Closed -$295K – 128
2013
Q2 		$295K Buy
+5,700
New +$294K 0.29% 93

Other funds holding MUAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Long Wharf Investors's MUAC Position: Q3 2013 in Review

Long Wharf Investors sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2013, closing a stake of 5,700 shares — an estimated $295K sold.

Long Wharf Investors first reported a position in MUAC in Q2 2013 and held it in 1 quarter. The position peaked at $295K in Q2 2013. 24 funds tracked by Wall St. Rank hold MUAC as of Q3 2013.

  • Long Wharf Investors reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2013 after selling out during the quarter.
  • Long Wharf Investors sold 5,700 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2013, an estimated $295K.
  • Long Wharf Investors first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 1 quarter.
  • Long Wharf Investors's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $295K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2013.

Based on Long Wharf Investors's 13F filing for Q3 2013, filed 5 Nov 2013.