Caldwell Trust’s Blackrock Muni Enhanced Fund, Inc. MEN Stock Holding History

Caldwell Trust’s Portfolio MEN Stock Details MEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-42,150	Closed	-$498K	–	758
2021 Q1	$498K	Sell	42,150 -2,500	-6%	-$29.9K	0.07%	183
2020 Q4	$535K	Hold	44,650	–	–	0.08%	166
2020 Q3	$505K	Hold	44,650	–	–	0.08%	164
2020 Q2	$489K	Hold	44,650	–	–	0.08%	176
2020 Q1	$476K	Hold	44,650	–	–	0.09%	159
2019 Q4	$498K	Buy	+44,650	New	+$500K	0.08%	180

Other funds holding MEN

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Caldwell Trust's MEN Position: Q2 2021 in Review

Caldwell Trust sold out of Blackrock Muni Enhanced Fund, Inc. (MEN) in Q2 2021, closing a stake of 42,150 shares — an estimated $498K sold.

Caldwell Trust first reported a position in MEN in Q4 2019 and held it in 6 quarters. The position peaked at $535K in Q4 2020. 1 fund tracked by Wall St. Rank holds MEN as of Q2 2021.

Caldwell Trust reported no remaining Blackrock Muni Enhanced Fund, Inc. position as of Q2 2021 after selling out during the quarter.
Caldwell Trust sold 42,150 Blackrock Muni Enhanced Fund, Inc. shares in Q2 2021, an estimated $498K.
Caldwell Trust first reported a position in Blackrock Muni Enhanced Fund, Inc. in Q4 2019 and held it in 6 quarters.
Caldwell Trust's Blackrock Muni Enhanced Fund, Inc. position peaked at $535K in Q4 2020.
1 fund tracked by Wall St. Rank held Blackrock Muni Enhanced Fund, Inc. as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.