AWG
MFL

Altus Wealth Group’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Altus Wealth Group’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,620
Closed -$51K – 835
2020
Q4 		$51K Buy
+3,620
New +$49.5K 0.05% 217

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Altus Wealth Group's MFL Position: Q1 2021 in Review

Altus Wealth Group sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q1 2021, closing a stake of 3,620 shares — an estimated $51K sold.

Altus Wealth Group first reported a position in MFL in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 66 funds tracked by Wall St. Rank hold MFL as of Q1 2021.

  • Altus Wealth Group reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,620 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q1 2021, an estimated $51K.
  • Altus Wealth Group first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $51K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.