TCI Wealth Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

TCI Wealth 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
2015 Q4	–	Sell	-182	Closed	-$2K	–	1063
2015 Q3	$2K	Buy	+182	New	+$2.48K	﹤0.01%	802

Other funds holding MUA

Wells Fargo San Francisco, California $530B AUM 22.01% 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

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UCFA

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

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TCI Wealth Advisors's MUA Position: Q4 2015 in Review

TCI Wealth Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q4 2015, closing a stake of 182 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MUA in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 51 funds tracked by Wall St. Rank hold MUA as of Q4 2015.

TCI Wealth Advisors reported no remaining BlackRock MuniAssets Fund position as of Q4 2015 after selling out during the quarter.
TCI Wealth Advisors sold 182 BlackRock MuniAssets Fund shares in Q4 2015, an estimated $2K.
TCI Wealth Advisors first reported a position in BlackRock MuniAssets Fund in Q3 2015 and held it in 1 quarter.
TCI Wealth Advisors's BlackRock MuniAssets Fund position peaked at $2K in Q3 2015.
51 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2015.

Based on TCI Wealth Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.