CWA
MFL

Clarus Wealth Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Clarus Wealth Advisors’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,250
Closed -$29K – 721
2019
Q1 		$29K Hold
2,250
– – 0.02% 367
2018
Q4 		$29K Hold
2,250
– – 0.05% 341
2018
Q3 		$28K Hold
2,250
– – 0.02% 387
2018
Q2 		$29K Buy
+2,250
New +$28.9K 0.02% 371

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Clarus Wealth Advisors's MFL Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2019, closing a stake of 2,250 shares — an estimated $29K sold.

Clarus Wealth Advisors first reported a position in MFL in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q1 2019. 62 funds tracked by Wall St. Rank hold MFL as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,250 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2019, an estimated $29K.
  • Clarus Wealth Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $29K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.