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Valeo Financial Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History

Valeo Financial 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
Q4 		– Sell
-2,000
Closed -$28K – 1779
2020
Q3 		$28K Buy
+2,000
New +$28.4K ﹤0.01% 836

Other funds holding MUA

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KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's MUA Position: Q4 2020 in Review

Valeo Financial Advisors sold out of BlackRock MuniAssets Fund (MUA) in Q4 2020, closing a stake of 2,000 shares — an estimated $28K sold.

Valeo Financial Advisors first reported a position in MUA in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 67 funds tracked by Wall St. Rank hold MUA as of Q4 2020.

  • Valeo Financial Advisors reported no remaining BlackRock MuniAssets Fund position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 BlackRock MuniAssets Fund shares in Q4 2020, an estimated $28K.
  • Valeo Financial Advisors first reported a position in BlackRock MuniAssets Fund in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's BlackRock MuniAssets Fund position peaked at $28K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.