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

Realta 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
2020
Q1 		– Sell
-6,242
Closed -$93K – 987
2019
Q4 		$93K Hold
6,242
– – 0.03% 522
2019
Q3 		$97K Hold
6,242
– – 0.03% 508
2019
Q2 		$99K Hold
6,242
– – 0.03% 503
2019
Q1 		$93K Buy
+6,242
New +$87.9K 0.04% 405

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's MUA Position: Q1 2020 in Review

Realta Investment Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q1 2020, closing a stake of 6,242 shares — an estimated $93K sold.

Realta Investment Advisors first reported a position in MUA in Q1 2019 and held it in 4 quarters. The position peaked at $99K in Q2 2019. 66 funds tracked by Wall St. Rank hold MUA as of Q1 2020.

  • Realta Investment Advisors reported no remaining BlackRock MuniAssets Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 6,242 BlackRock MuniAssets Fund shares in Q1 2020, an estimated $93K.
  • Realta Investment Advisors first reported a position in BlackRock MuniAssets Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's BlackRock MuniAssets Fund position peaked at $99K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.