AWS
MHN

AJ Wealth Strategies’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

AJ Wealth Strategies’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-63,926
Closed -$849K – 229
2020
Q2 		$849K Buy
63,926
+39,926
+166% +$509K 0.09% 93
2020
Q1 		$302K Buy
+24,000
New +$325K 0.04% 126

Other funds holding MHN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AJ Wealth Strategies's MHN Position: Q3 2020 in Review

AJ Wealth Strategies sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q3 2020, closing a stake of 63,926 shares — an estimated $849K sold.

AJ Wealth Strategies first reported a position in MHN in Q1 2020 and held it in 2 quarters. The position peaked at $849K in Q2 2020. 41 funds tracked by Wall St. Rank hold MHN as of Q3 2020.

  • AJ Wealth Strategies reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q3 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 63,926 BlackRock MuniHoldings New Yrok Quality Fund shares in Q3 2020, an estimated $849K.
  • AJ Wealth Strategies first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2020 and held it in 2 quarters.
  • AJ Wealth Strategies's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $849K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q3 2020.

Based on AJ Wealth Strategies's 13F filing for Q3 2020, filed 16 Nov 2020.