BRWA
MHN

B. Riley Wealth Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

B. Riley Wealth Advisors’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,278
Closed -$204K – 1069
2020
Q3 		$204K Buy
+15,278
New +$209K 0.01% 835
2019
Q4 		– Sell
-16,524
Closed -$225K – 886
2019
Q3 		$225K Sell
16,524
-2
-0% -$27 0.02% 692
2019
Q2 		$218K Sell
16,526
-1
-0% -$13 0.02% 682
2019
Q1 		$214K Buy
16,527
+57
+0.3% +$712 0.03% 632
2018
Q4 		$198K Sell
16,470
-62
-0.4% -$734 0.03% 580
2018
Q3 		$198K Sell
16,532
-5
-0% -$62 0.02% 649
2018
Q2 		$206K Buy
16,537
+1,206
+8% +$15K 0.03% 607
2018
Q1 		$193K Buy
15,331
+61
+0.4% +$790 0.03% 594
2017
Q4 		$205K Buy
15,270
+717
+5% +$9.9K 0.03% 576
2017
Q3 		$206K Sell
14,553
-18
-0.1% -$255 0.03% 487
2017
Q2 		$203K Sell
14,571
-8,018
-35% -$110K 0.04% 477
2017
Q1 		$308K Sell
22,589
-5,650
-20% -$76.7K 0.06% 332
2016
Q4 		$379K Sell
28,239
-6,245
-18% -$86.1K 0.08% 293
2016
Q3 		$513K Sell
34,484
-586
-2% -$8.86K 0.1% 255
2016
Q2 		$538K Buy
35,070
+105
+0.3% +$1.59K 0.11% 235
2016
Q1 		$526K Buy
34,965
+242
+0.7% +$3.59K 0.12% 212
2015
Q4 		$506K Buy
34,723
+456
+1% +$6.42K 0.1% 244
2015
Q3 		$469K Buy
34,267
+4,157
+14% +$57.1K 0.11% 246
2015
Q2 		$408K Buy
30,110
+7,847
+35% +$109K 0.1% 256
2015
Q1 		$313K Hold
22,263
– – 0.08% 339
2014
Q4 		$311 Hold
22,263
– – 0.01% 1099
2014
Q3 		$297K Sell
22,263
-22,263
-50% -$300K 0.08% 363
2014
Q2 		$307K Buy
44,526
+22,263
+100% +$304K 0.07% 307
2014
Q1 		$297K Buy
+22,263
New +$290K 0.09% 266

Other funds holding MHN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's MHN Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q4 2020, closing a stake of 15,278 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in MHN in Q1 2014 and held it in 24 quarters. The position peaked at $538K in Q2 2016. 41 funds tracked by Wall St. Rank hold MHN as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,278 BlackRock MuniHoldings New Yrok Quality Fund shares in Q4 2020, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q1 2014 and held it in 24 quarters.
  • B. Riley Wealth Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $538K in Q2 2016.
  • 41 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.