Moisand Fitzgerald Tamayo’s BlackRock MuniAssets Fund MUA Stock Holding History

Moisand Fitzgerald Tamayo’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
2020 Q4	–	Sell	-2,233	Closed	-$31K	–	375
2020 Q3	$31K	Hold	2,233	–	–	0.02%	138
2020 Q2	$31K	Hold	2,233	–	–	0.02%	130
2020 Q1	$30K	Hold	2,233	–	–	0.02%	129
2019 Q4	$34K	Hold	2,233	–	–	0.02%	136
2019 Q3	$35K	Hold	2,233	–	–	0.02%	131
2019 Q2	$35K	Buy	+2,233	New	+$33.7K	0.02%	132
2019 Q1	–	Hold	0	–	–	–	137
2018 Q4	–	Hold	0	–	–	–	137
2018 Q3	–	Hold	0	–	–	–	148
2018 Q2	–	Hold	0	–	–	–	141
2018 Q1	–	Hold	0	–	–	–	144
2017 Q4	–	Hold	0	–	–	–	123
2017 Q3	–	Hold	0	–	–	–	132
2016 Q1	–	Hold	0	–	–	–	105
2015 Q4	–	Hold	0	–	–	–	102

Other funds holding MUA

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MUA Position: Q4 2020 in Review

Moisand Fitzgerald Tamayo sold out of BlackRock MuniAssets Fund (MUA) in Q4 2020, closing a stake of 2,233 shares — an estimated $31K sold.

Moisand Fitzgerald Tamayo first reported a position in MUA in Q2 2019 and held it in 6 quarters. The position peaked at $35K in Q3 2019. 67 funds tracked by Wall St. Rank hold MUA as of Q4 2020.

Moisand Fitzgerald Tamayo reported no remaining BlackRock MuniAssets Fund position as of Q4 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 2,233 BlackRock MuniAssets Fund shares in Q4 2020, an estimated $31K.
Moisand Fitzgerald Tamayo first reported a position in BlackRock MuniAssets Fund in Q2 2019 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's BlackRock MuniAssets Fund position peaked at $35K in Q3 2019.
67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2020, filed 2 Feb 2021.