AWG
MUE

Altus Wealth Group’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

Altus Wealth Group’s Portfolio MUE Stock Details MUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,080
Closed -$69K – 554
2020
Q4 		$69K Buy
+5,080
New +$66K 0.07% 173

Other funds holding MUE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Altus Wealth Group sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q1 2021, closing a stake of 5,080 shares — an estimated $69K sold.

Altus Wealth Group first reported a position in MUE in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 54 funds tracked by Wall St. Rank hold MUE as of Q1 2021.

  • Altus Wealth Group reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 5,080 BlackRock MuniHoldings Quality Fund II shares in Q1 2021, an estimated $69K.
  • Altus Wealth Group first reported a position in BlackRock MuniHoldings Quality Fund II in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BlackRock MuniHoldings Quality Fund II position peaked at $69K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q1 2021.

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