CA
MHN

Claro Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Claro Advisors’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,036
Closed -$12K – 642
2018
Q4 		$12K Buy
+1,036
New +$12.3K 0.01% 641

Other funds holding MHN

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claro Advisors's MHN Position: Q1 2019 in Review

Claro Advisors sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2019, closing a stake of 1,036 shares — an estimated $12K sold.

Claro Advisors first reported a position in MHN in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 38 funds tracked by Wall St. Rank hold MHN as of Q1 2019.

  • Claro Advisors reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,036 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2019, an estimated $12K.
  • Claro Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $12K in Q4 2018.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.