Ackerman Capital Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Ackerman Capital Advisors’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,491	Closed	-$236K	–	105
2024 Q3	$236K	Buy	+20,491	New	+$231K	0.06%	88
2023 Q1	–	Sell	-39,816	Closed	-$428K	–	119
2022 Q4	$428K	Buy	+39,816	New	+$424K	0.11%	70
2020 Q1	–	Sell	-33,958	Closed	-$476K	–	154
2019 Q4	$476K	Buy	+33,958	New	+$475K	0.14%	88
2019 Q2	–	Sell	-11,369	Closed	-$151	–	178
2019 Q1	$151	Buy	+11,369	New	+$147K	﹤0.01%	153

Other funds holding MUC

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

AAM

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

Ackerman Capital Advisors's MUC Position: Q4 2024 in Review

Ackerman Capital Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2024, closing a stake of 20,491 shares — an estimated $236K sold.

Ackerman Capital Advisors first reported a position in MUC in Q1 2019 and held it in 4 quarters. The position peaked at $476K in Q4 2019. 110 funds tracked by Wall St. Rank hold MUC as of Q4 2024.

Ackerman Capital Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 20,491 BlackRock MuniHoldings California Quality Fund shares in Q4 2024, an estimated $236K.
Ackerman Capital Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2019 and held it in 4 quarters.
Ackerman Capital Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $476K in Q4 2019.
110 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2024.

Based on Ackerman Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.