PIA
MUA icon

Peachtree Investment Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

Peachtree Investment Advisors’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
2014
Q2 		– Sell
-40,256
Closed -$496K – 136
2014
Q1 		$496K Hold
40,256
– – 0.34% 83
2013
Q4 		$465K Buy
+40,256
New +$469K 0.32% 86

Other funds holding MUA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peachtree Investment Advisors's MUA Position: Q2 2014 in Review

Peachtree Investment Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q2 2014, closing a stake of 40,256 shares — an estimated $496K sold.

Peachtree Investment Advisors first reported a position in MUA in Q4 2013 and held it in 2 quarters. The position peaked at $496K in Q1 2014. 46 funds tracked by Wall St. Rank hold MUA as of Q2 2014.

  • Peachtree Investment Advisors reported no remaining BlackRock MuniAssets Fund position as of Q2 2014 after selling out during the quarter.
  • Peachtree Investment Advisors sold 40,256 BlackRock MuniAssets Fund shares in Q2 2014, an estimated $496K.
  • Peachtree Investment Advisors first reported a position in BlackRock MuniAssets Fund in Q4 2013 and held it in 2 quarters.
  • Peachtree Investment Advisors's BlackRock MuniAssets Fund position peaked at $496K in Q1 2014.
  • 46 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q2 2014.

Based on Peachtree Investment Advisors's 13F filing for Q2 2014, filed 10 Jul 2014.