BWM
MHD icon

Baystate Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$18K Buy
+1,511
New +$16.6K ﹤0.01% 582

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Baystate Wealth Management's MHD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BlackRock MuniHoldings Fund (MHD) in Q4 2023: 1,511 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

108 funds tracked by Wall St. Rank hold MHD as of Q4 2023.

  • Baystate Wealth Management held 1,511 shares of BlackRock MuniHoldings Fund worth $18K as of Q4 2023.
  • BlackRock MuniHoldings Fund was a new Baystate Wealth Management position in Q4 2023.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #582 holding.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.