MOS
MUA icon

MGO One Seven’s BlackRock MuniAssets Fund MUA Stock Holding History

MGO One Seven’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
2019
Q1 		– Sell
-3,000
Closed -$38K – 1181
2018
Q4 		$38K Buy
+3,000
New +$38.4K 0.02% 715
2018
Q1 		$40K Hold
3,000
– – 0.02% 658
2017
Q4 		$45K Buy
+3,000
New +$45.3K 0.02% 639

Other funds holding MUA

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGO One Seven's MUA Position: Q1 2019 in Review

MGO One Seven sold out of BlackRock MuniAssets Fund (MUA) in Q1 2019, closing a stake of 3,000 shares — an estimated $38K sold.

MGO One Seven first reported a position in MUA in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 57 funds tracked by Wall St. Rank hold MUA as of Q1 2019.

  • MGO One Seven reported no remaining BlackRock MuniAssets Fund position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 3,000 BlackRock MuniAssets Fund shares in Q1 2019, an estimated $38K.
  • MGO One Seven first reported a position in BlackRock MuniAssets Fund in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's BlackRock MuniAssets Fund position peaked at $45K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.