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Orion Portfolio Solutions’s BlackRock MuniAssets Fund MUA Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-728
Closed -$10K – 1454
2020
Q2 		$10K Buy
+728
New +$9.56K ﹤0.01% 1216

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Orion Portfolio Solutions's MUA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BlackRock MuniAssets Fund (MUA) in Q3 2020, closing a stake of 728 shares — an estimated $10K sold.

Orion Portfolio Solutions first reported a position in MUA in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 67 funds tracked by Wall St. Rank hold MUA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BlackRock MuniAssets Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 728 BlackRock MuniAssets Fund shares in Q3 2020, an estimated $10K.
  • Orion Portfolio Solutions first reported a position in BlackRock MuniAssets Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's BlackRock MuniAssets Fund position peaked at $10K in Q2 2020.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.