DWM
MFL

Doyle Wealth Management’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Doyle Wealth Management’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
2018
Q4 		– Sell
-13,588
Closed -$170K – 869
2018
Q3 		$170K Buy
+13,588
New +$173K 0.03% 189

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Doyle Wealth Management's MFL Position: Q4 2018 in Review

Doyle Wealth Management sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2018, closing a stake of 13,588 shares — an estimated $170K sold.

Doyle Wealth Management first reported a position in MFL in Q3 2018 and held it in 1 quarter. The position peaked at $170K in Q3 2018. 59 funds tracked by Wall St. Rank hold MFL as of Q4 2018.

  • Doyle Wealth Management reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 13,588 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2018, an estimated $170K.
  • Doyle Wealth Management first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q3 2018 and held it in 1 quarter.
  • Doyle Wealth Management's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $170K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2018.

Based on Doyle Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.