BRWA
MFL

B. Riley Wealth Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

B. Riley Wealth Advisors’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
2013
Q3 		– Sell
-6,407
Closed -$91K – 759
2013
Q2 		$91K Buy
+6,407
New +$95.7K 0.03% 571

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

B. Riley Wealth Advisors's MFL Position: Q3 2013 in Review

B. Riley Wealth Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q3 2013, closing a stake of 6,407 shares — an estimated $91K sold.

B. Riley Wealth Advisors first reported a position in MFL in Q2 2013 and held it in 1 quarter. The position peaked at $91K in Q2 2013. 42 funds tracked by Wall St. Rank hold MFL as of Q3 2013.

  • B. Riley Wealth Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q3 2013 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,407 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q3 2013, an estimated $91K.
  • B. Riley Wealth Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q2 2013 and held it in 1 quarter.
  • B. Riley Wealth Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $91K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q3 2013.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2013, filed 21 Oct 2013.