Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s BlackRock MuniAssets Fund MUA Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-27,134
Closed -$287K – 2542
2023
Q4 		$287K Hold
27,134
– – ﹤0.01% 1849
2023
Q3 		$244K Buy
+27,134
New +$267K ﹤0.01% 1867

Other funds holding MUA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's MUA Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of BlackRock MuniAssets Fund (MUA) in Q1 2024, closing a stake of 27,134 shares — an estimated $287K sold.

Wealth Enhancement Advisory Services first reported a position in MUA in Q3 2023 and held it in 2 quarters. The position peaked at $287K in Q4 2023. 66 funds tracked by Wall St. Rank hold MUA as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining BlackRock MuniAssets Fund position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 27,134 BlackRock MuniAssets Fund shares in Q1 2024, an estimated $287K.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock MuniAssets Fund in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's BlackRock MuniAssets Fund position peaked at $287K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.