CT
MUI

Caldwell Trust’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Caldwell Trust’s Portfolio MUI Stock Details MUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,754
Closed -$42.9K – 758
2023
Q2 		$42.9K Hold
3,754
– – 0.01% 470
2023
Q1 		$43.8K Hold
3,754
– – 0.01% 453
2022
Q4 		$42.5K Hold
3,754
– – 0.01% 444
2022
Q3 		$40.8K Hold
3,754
– – 0.01% 458
2022
Q2 		$44.7K Buy
+3,754
New +$45.9K 0.01% 460

Other funds holding MUI

KIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return