APA
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American Portfolios Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

American Portfolios Advisors’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
2022
Q3 		– Sell
-3,037
Closed -$38.5K – 3572
2022
Q2 		$38.5K Buy
3,037
+20
+0.7% +$261 ﹤0.01% 1902
2022
Q1 		$42.9K Buy
3,017
+13
+0.4% +$195 ﹤0.01% 1966
2021
Q4 		$50.4K Buy
3,004
+22
+0.7% +$365 ﹤0.01% 1867
2021
Q3 		$48.8K Buy
2,982
+1,515
+103% +$25.8K ﹤0.01% 1782
2021
Q2 		$24.6K Sell
1,467
-2,474
-63% -$41K ﹤0.01% 2118
2021
Q1 		$63.1K Buy
+3,941
New +$63.7K ﹤0.01% 1508

Other funds holding MHD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

American Portfolios Advisors's MHD Position: Q3 2022 in Review

American Portfolios Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2022, closing a stake of 3,037 shares — an estimated $38.5K sold.

American Portfolios Advisors first reported a position in MHD in Q1 2021 and held it in 6 quarters. The position peaked at $63.1K in Q1 2021. 101 funds tracked by Wall St. Rank hold MHD as of Q3 2022.

  • American Portfolios Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 3,037 BlackRock MuniHoldings Fund shares in Q3 2022, an estimated $38.5K.
  • American Portfolios Advisors first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and held it in 6 quarters.
  • American Portfolios Advisors's BlackRock MuniHoldings Fund position peaked at $63.1K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.