RCYC
MUA icon

Richard C. Young & Co’s BlackRock MuniAssets Fund MUA Stock Holding History

Richard C. Young & Co’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
2013
Q4 		– Sell
-22,336
Closed -$266K – 65
2013
Q3 		$266K Buy
+22,336
New +$266K 0.06% 62

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Richard C. Young & Co's MUA Position: Q4 2013 in Review

Richard C. Young & Co sold out of BlackRock MuniAssets Fund (MUA) in Q4 2013, closing a stake of 22,336 shares — an estimated $266K sold.

Richard C. Young & Co first reported a position in MUA in Q3 2013 and held it in 1 quarter. The position peaked at $266K in Q3 2013. 55 funds tracked by Wall St. Rank hold MUA as of Q4 2013.

  • Richard C. Young & Co reported no remaining BlackRock MuniAssets Fund position as of Q4 2013 after selling out during the quarter.
  • Richard C. Young & Co sold 22,336 BlackRock MuniAssets Fund shares in Q4 2013, an estimated $266K.
  • Richard C. Young & Co first reported a position in BlackRock MuniAssets Fund in Q3 2013 and held it in 1 quarter.
  • Richard C. Young & Co's BlackRock MuniAssets Fund position peaked at $266K in Q3 2013.
  • 55 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2013.

Based on Richard C. Young & Co's 13F filing for Q4 2013, filed 13 Feb 2014.