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OTA Financial Group’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

OTA Financial Group’s Portfolio MPA Stock Details MPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,932
Closed -$252K – 63
2022
Q4 		$252K Buy
+22,932
New +$251K 0.25% 58
2014
Q1 		– Sell
-17,777
Closed -$227 – 91
2013
Q4 		$227 Buy
+17,777
New +$229K 0.14% 95

Other funds holding MPA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

OTA Financial Group's MPA Position: Q1 2023 in Review

OTA Financial Group sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q1 2023, closing a stake of 22,932 shares — an estimated $252K sold.

OTA Financial Group first reported a position in MPA in Q4 2013 and held it in 2 quarters. The position peaked at $252K in Q4 2022. 31 funds tracked by Wall St. Rank hold MPA as of Q1 2023.

  • OTA Financial Group reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 22,932 BlackRock MuniYield Pennsylvania Quality Fund shares in Q1 2023, an estimated $252K.
  • OTA Financial Group first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q4 2013 and held it in 2 quarters.
  • OTA Financial Group's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $252K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.