Signature Wealth Management Group’s BlackRock MuniAssets Fund MUA Stock Holding History

Signature Wealth Management Group’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
2018 Q4	–	Sell	-475	Closed	-$6K	–	214
2018 Q3	$6K	Hold	475	–	–	﹤0.01%	232
2018 Q2	$6K	Hold	475	–	–	﹤0.01%	232
2018 Q1	$6K	Hold	475	–	–	﹤0.01%	230
2017 Q4	$7K	Buy	+475	New	+$7.18K	0.01%	222

Other funds holding MUA

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Signature Wealth Management Group's MUA Position: Q4 2018 in Review

Signature Wealth Management Group sold out of BlackRock MuniAssets Fund (MUA) in Q4 2018, closing a stake of 475 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in MUA in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 56 funds tracked by Wall St. Rank hold MUA as of Q4 2018.

Signature Wealth Management Group reported no remaining BlackRock MuniAssets Fund position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 475 BlackRock MuniAssets Fund shares in Q4 2018, an estimated $6K.
Signature Wealth Management Group first reported a position in BlackRock MuniAssets Fund in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's BlackRock MuniAssets Fund position peaked at $7K in Q4 2017.
56 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.