BRWM
MHN

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

B. Riley Wealth Management’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
2014
Q3 		– Sell
-784
Closed -$10K – 1124
2014
Q2 		$10K Buy
+784
New +$10.7K 0.01% 821

Other funds holding MHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

B. Riley Wealth Management's MHN Position: Q3 2014 in Review

B. Riley Wealth Management sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q3 2014, closing a stake of 784 shares — an estimated $10K sold.

B. Riley Wealth Management first reported a position in MHN in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 30 funds tracked by Wall St. Rank hold MHN as of Q3 2014.

  • B. Riley Wealth Management reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 784 BlackRock MuniHoldings New Yrok Quality Fund shares in Q3 2014, an estimated $10K.
  • B. Riley Wealth Management first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $10K in Q2 2014.
  • 30 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.