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Catalyst Private Wealth’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-302
Closed -$4K – 196
2020
Q3 		$4K Buy
+302
New +$4.36K ﹤0.01% 247

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Catalyst Private Wealth's MUC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2020, closing a stake of 302 shares — an estimated $4K sold.

Catalyst Private Wealth first reported a position in MUC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 49 funds tracked by Wall St. Rank hold MUC as of Q4 2020.

  • Catalyst Private Wealth reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 302 BlackRock MuniHoldings California Quality Fund shares in Q4 2020, an estimated $4K.
  • Catalyst Private Wealth first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's BlackRock MuniHoldings California Quality Fund position peaked at $4K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.