AP
MUC icon

Atwood & Palmer’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Atwood & Palmer’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,914
Closed -$52.8K – 385
2022
Q4 		$52.8K Buy
+4,914
New +$52.3K ﹤0.01% 209

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Atwood & Palmer's MUC Position: Q1 2023 in Review

Atwood & Palmer sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q1 2023, closing a stake of 4,914 shares — an estimated $52.8K sold.

Atwood & Palmer first reported a position in MUC in Q4 2022 and held it in 1 quarter. The position peaked at $52.8K in Q4 2022. 91 funds tracked by Wall St. Rank hold MUC as of Q1 2023.

  • Atwood & Palmer reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 4,914 BlackRock MuniHoldings California Quality Fund shares in Q1 2023, an estimated $52.8K.
  • Atwood & Palmer first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2022 and held it in 1 quarter.
  • Atwood & Palmer's BlackRock MuniHoldings California Quality Fund position peaked at $52.8K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.