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Wealthcare Capital Management’s BlackRock MuniAssets Fund MUA Stock Holding History

Wealthcare Capital Management’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
2014
Q4 		– Sell
-345
Closed -$5K – 241
2014
Q3 		$5K Buy
+345
New +$4.5K ﹤0.01% 209

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Bank of America
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Morgan Stanley
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NCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthcare Capital Management's MUA Position: Q4 2014 in Review

Wealthcare Capital Management sold out of BlackRock MuniAssets Fund (MUA) in Q4 2014, closing a stake of 345 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in MUA in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 51 funds tracked by Wall St. Rank hold MUA as of Q4 2014.

  • Wealthcare Capital Management reported no remaining BlackRock MuniAssets Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 345 BlackRock MuniAssets Fund shares in Q4 2014, an estimated $5K.
  • Wealthcare Capital Management first reported a position in BlackRock MuniAssets Fund in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's BlackRock MuniAssets Fund position peaked at $5K in Q3 2014.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.