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MassMutual Private Wealth & Trust’s BlackRock MuniAssets Fund MUA Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-1,174
Closed -$20K – 1306
2021
Q2 		$20K Buy
+1,174
New +$18.6K ﹤0.01% 580

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MassMutual Private Wealth & Trust's MUA Position: Q3 2021 in Review

MassMutual Private Wealth & Trust sold out of BlackRock MuniAssets Fund (MUA) in Q3 2021, closing a stake of 1,174 shares — an estimated $20K sold.

MassMutual Private Wealth & Trust first reported a position in MUA in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 66 funds tracked by Wall St. Rank hold MUA as of Q3 2021.

  • MassMutual Private Wealth & Trust reported no remaining BlackRock MuniAssets Fund position as of Q3 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,174 BlackRock MuniAssets Fund shares in Q3 2021, an estimated $20K.
  • MassMutual Private Wealth & Trust first reported a position in BlackRock MuniAssets Fund in Q2 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's BlackRock MuniAssets Fund position peaked at $20K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2021, filed 12 Nov 2021.