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

WFG 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
2015
Q1 		– Sell
-2,365
Closed -$34K – 1951
2014
Q4 		$34K Sell
2,365
-1,962
-45% -$27.9K 0.01% 1034
2014
Q3 		$61K Buy
4,327
+495
+13% +$6.95K 0.01% 850
2014
Q2 		$54K Buy
3,832
+48
+1% +$677 0.01% 888
2014
Q1 		$53K Buy
+3,784
New +$51K 0.01% 891

Other funds holding MPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WFG Advisors's MPA Position: Q1 2015 in Review

WFG Advisors sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q1 2015, closing a stake of 2,365 shares — an estimated $34K sold.

WFG Advisors first reported a position in MPA in Q1 2014 and held it in 4 quarters. The position peaked at $61K in Q3 2014. 27 funds tracked by Wall St. Rank hold MPA as of Q1 2015.

  • WFG Advisors reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 2,365 BlackRock MuniYield Pennsylvania Quality Fund shares in Q1 2015, an estimated $34K.
  • WFG Advisors first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q1 2014 and held it in 4 quarters.
  • WFG Advisors's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $61K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.