AWM
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Altium Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Altium Wealth Management’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
2020
Q2 		– Sell
-25,573
Closed -$398K – 339
2020
Q1 		$398K Hold
25,573
– – 0.05% 163
2019
Q4 		$433K Hold
25,573
– – 0.05% 180
2019
Q3 		$420K Buy
+25,573
New +$429K 0.06% 178

Other funds holding MHD

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's MHD Position: Q2 2020 in Review

Altium Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q2 2020, closing a stake of 25,573 shares — an estimated $398K sold.

Altium Wealth Management first reported a position in MHD in Q3 2019 and held it in 3 quarters. The position peaked at $433K in Q4 2019. 42 funds tracked by Wall St. Rank hold MHD as of Q2 2020.

  • Altium Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 25,573 BlackRock MuniHoldings Fund shares in Q2 2020, an estimated $398K.
  • Altium Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q3 2019 and held it in 3 quarters.
  • Altium Wealth Management's BlackRock MuniHoldings Fund position peaked at $433K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.