1834 Investment Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

1834 Investment Advisors’s Portfolio MHD Stock Details MHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-652	Closed	-$11K	–	505
2021 Q2	$11K	Hold	652	–	–	﹤0.01%	408
2021 Q1	$10K	Buy	+652	New	+$10.5K	﹤0.01%	387

Other funds holding MHD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's MHD Position: Q3 2021 in Review

1834 Investment Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2021, closing a stake of 652 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in MHD in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 99 funds tracked by Wall St. Rank hold MHD as of Q3 2021.

1834 Investment Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 652 BlackRock MuniHoldings Fund shares in Q3 2021, an estimated $11K.
1834 Investment Advisors first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and held it in 2 quarters.
1834 Investment Advisors's BlackRock MuniHoldings Fund position peaked at $11K in Q2 2021.
99 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.