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Concert Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-10,500
Closed -$151K – 727
2015
Q3 		$151K Buy
+10,500
New +$150K 0.02% 646

Other funds holding MUC

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Concert Wealth Management's MUC Position: Q4 2015 in Review

Concert Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2015, closing a stake of 10,500 shares — an estimated $151K sold.

Concert Wealth Management first reported a position in MUC in Q3 2015 and held it in 1 quarter. The position peaked at $151K in Q3 2015. 42 funds tracked by Wall St. Rank hold MUC as of Q4 2015.

  • Concert Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 10,500 BlackRock MuniHoldings California Quality Fund shares in Q4 2015, an estimated $151K.
  • Concert Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $151K in Q3 2015.
  • 42 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.