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Bridge Advisory’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Bridge Advisory’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
2021
Q3 		– Sell
-10,301
Closed -$164K – 85
2021
Q2 		$164K Buy
10,301
+110
+1% +$1.7K 0.08% 86
2021
Q1 		$153K Buy
10,191
+74
+0.7% +$1.11K 0.1% 73
2020
Q4 		$152K Buy
+10,117
New +$147K 0.07% 78

Other funds holding MUC

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bridge Advisory's MUC Position: Q3 2021 in Review

Bridge Advisory sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2021, closing a stake of 10,301 shares — an estimated $164K sold.

Bridge Advisory first reported a position in MUC in Q4 2020 and held it in 3 quarters. The position peaked at $164K in Q2 2021. 46 funds tracked by Wall St. Rank hold MUC as of Q3 2021.

  • Bridge Advisory reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2021 after selling out during the quarter.
  • Bridge Advisory sold 10,301 BlackRock MuniHoldings California Quality Fund shares in Q3 2021, an estimated $164K.
  • Bridge Advisory first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2020 and held it in 3 quarters.
  • Bridge Advisory's BlackRock MuniHoldings California Quality Fund position peaked at $164K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2021.

Based on Bridge Advisory's 13F filing for Q3 2021, filed 29 Oct 2021.