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

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-12,762
Closed -$147K – 3108
2024
Q3 		$147K Hold
12,762
– – ﹤0.01% 1331
2024
Q2 		$141K Hold
12,762
– – ﹤0.01% 1254
2024
Q1 		$140K Hold
12,762
– – ﹤0.01% 1255
2023
Q4 		$142K Hold
12,762
– – ﹤0.01% 1090
2023
Q3 		$122K Buy
+12,762
New +$134K ﹤0.01% 1027

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIBC Private Wealth Group's MUC Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2024, closing a stake of 12,762 shares — an estimated $147K sold.

CIBC Private Wealth Group first reported a position in MUC in Q3 2023 and held it in 5 quarters. The position peaked at $147K in Q3 2024. 110 funds tracked by Wall St. Rank hold MUC as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,762 BlackRock MuniHoldings California Quality Fund shares in Q4 2024, an estimated $147K.
  • CIBC Private Wealth Group first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2023 and held it in 5 quarters.
  • CIBC Private Wealth Group's BlackRock MuniHoldings California Quality Fund position peaked at $147K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.