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Transamerica Financial Advisors’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Transamerica Financial Advisors’s Portfolio MPA Stock Details MPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,652
Closed -$26K – 586
2016
Q1 		$26K Buy
1,652
+8
+0.5% +$120 ﹤0.01% 454
2015
Q4 		$24K Sell
1,644
-2,193
-57% -$30.7K ﹤0.01% 497
2015
Q3 		$53K Sell
3,837
-4,766
-55% -$64.5K ﹤0.01% 379
2015
Q2 		$116K Buy
8,603
+2,899
+51% +$40.5K 0.01% 374
2015
Q1 		$83K Buy
5,704
+2,824
+98% +$41.8K 0.01% 387
2014
Q4 		$42K Buy
2,880
+1,333
+86% +$19K ﹤0.01% 374
2014
Q3 		$22K Sell
1,547
-239
-13% -$3.36K ﹤0.01% 406
2014
Q2 		$26K Sell
1,786
-911
-34% -$12.9K ﹤0.01% 425
2014
Q1 		$38K Sell
2,697
-1,031
-28% -$13.9K ﹤0.01% 364
2013
Q4 		$48K Sell
3,728
-13,325
-78% -$171K 0.01% 347
2013
Q3 		$230K Sell
17,053
-2,002
-11% -$26.4K 0.03% 232
2013
Q2 		$271K Buy
+19,055
New +$288K 0.04% 186

Other funds holding MPA

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's MPA Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q2 2016, closing a stake of 1,652 shares — an estimated $26K sold.

Transamerica Financial Advisors first reported a position in MPA in Q2 2013 and held it in 12 quarters. The position peaked at $271K in Q2 2013. 33 funds tracked by Wall St. Rank hold MPA as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,652 BlackRock MuniYield Pennsylvania Quality Fund shares in Q2 2016, an estimated $26K.
  • Transamerica Financial Advisors first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q2 2013 and held it in 12 quarters.
  • Transamerica Financial Advisors's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $271K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.