Carson Wealth (CWM LLC)’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Carson Wealth (CWM LLC)’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	-585	Closed	-$7K	–	4586
2023 Q2	$7K	Buy	+585	New	+$6.68K	﹤0.01%	3315
2023 Q1	–	Sell	-401	Closed	-$5K	–	4389
2022 Q4	$5K	Sell	401 -58	-13%	-$640	﹤0.01%	3242
2022 Q3	$5K	Buy	459 +58	+14%	+$696	﹤0.01%	3117
2022 Q2	$5K	Buy	+401	New	+$4.9K	﹤0.01%	3027
2022 Q1	–	Sell	-66	Closed	-$1K	–	3928
2021 Q4	$1K	Buy	+66	New	+$1.01K	﹤0.01%	3415
2021 Q2	$3K	Hold	197	–	–	﹤0.01%	2585
2021 Q1	$3K	Hold	197	–	–	﹤0.01%	2583
2020 Q4	$3K	Hold	197	–	–	﹤0.01%	2583
2020 Q3	$3K	Hold	197	–	–	﹤0.01%	2582
2020 Q2	$3K	Hold	197	–	–	﹤0.01%	2581
2020 Q1	$3K	Hold	197	–	–	﹤0.01%	2579
2019 Q4	$3K	Hold	197	–	–	﹤0.01%	2578
2019 Q3	$3K	Hold	197	–	–	﹤0.01%	2578
2019 Q2	$3K	Hold	197	–	–	﹤0.01%	2578
2019 Q1	$3K	Buy	+197	New	+$2.64K	﹤0.01%	2577

Other funds holding MUI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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 $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MUI Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of BlackRock Municipal Income Fund, Inc. (MUI) in Q3 2023, closing a stake of 585 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in MUI in Q1 2019 and held it in 15 quarters. The position peaked at $7K in Q2 2023. 123 funds tracked by Wall St. Rank hold MUI as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining BlackRock Municipal Income Fund, Inc. position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 585 BlackRock Municipal Income Fund, Inc. shares in Q3 2023, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in BlackRock Municipal Income Fund, Inc. in Q1 2019 and held it in 15 quarters.
Carson Wealth (CWM LLC)'s BlackRock Municipal Income Fund, Inc. position peaked at $7K in Q2 2023.
123 funds tracked by Wall St. Rank held BlackRock Municipal Income Fund, Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.