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WealthShield Partners’s BlackRock MuniAssets Fund MUA Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-5,366
Closed -$90K – 540
2021
Q2 		$90K Buy
5,366
+3,000
+127% +$47.6K 0.01% 378
2021
Q1 		$36K Buy
+2,366
New +$35.3K 0.01% 523

Other funds holding MUA

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WealthShield Partners's MUA Position: Q3 2021 in Review

WealthShield Partners sold out of BlackRock MuniAssets Fund (MUA) in Q3 2021, closing a stake of 5,366 shares — an estimated $90K sold.

WealthShield Partners first reported a position in MUA in Q1 2021 and held it in 2 quarters. The position peaked at $90K in Q2 2021. 66 funds tracked by Wall St. Rank hold MUA as of Q3 2021.

  • WealthShield Partners reported no remaining BlackRock MuniAssets Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 5,366 BlackRock MuniAssets Fund shares in Q3 2021, an estimated $90K.
  • WealthShield Partners first reported a position in BlackRock MuniAssets Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's BlackRock MuniAssets Fund position peaked at $90K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniAssets Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.