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Cerity Partners’s
BlackRock MuniHoldings California Quality Fund
MUC
Stock Holding History
Cerity Partners’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
2026
Q1
$231K
Buy
22,200
+3,117
+16%
+$33.7K
﹤0.01%
2792
2025
Q4
$202K
Buy
+19,083
New
+$205K
﹤0.01%
2635
2025
Q3
–
Sell
-43,407
Closed
-$449K
–
2824
2025
Q2
$449K
Buy
43,407
+2,646
+6%
+$27.5K
﹤0.01%
1921
2025
Q1
$437K
Hold
40,761
–
–
﹤0.01%
1846
2024
Q4
$433K
Buy
40,761
+2
+0%
+$22
﹤0.01%
1842
2024
Q3
$470K
Hold
40,759
–
–
﹤0.01%
1810
2024
Q2
$452K
Hold
40,759
–
–
﹤0.01%
1592
2024
Q1
$449K
Hold
40,759
–
–
﹤0.01%
1650
2023
Q4
$454K
Hold
40,759
–
–
﹤0.01%
1313
2023
Q3
$390K
Hold
40,759
–
–
﹤0.01%
1057
2023
Q2
$442K
Sell
40,759
-25,000
-38%
-$269K
﹤0.01%
1233
2023
Q1
$727K
Buy
65,759
+8,448
+15%
+$93.7K
﹤0.01%
1121
2022
Q4
$616K
Buy
+57,311
New
+$610K
﹤0.01%
852
Other funds holding MUC
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New York
$1.66T AUM
25.57%
1-Year Est. Return
KIM
Karpus Investment Management
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$3.21B AUM
6.83%
1-Year Est. Return
GC
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$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
RCM
Robinson Capital Management
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$223M AUM
0.62%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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