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Doyle Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Doyle Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,413
Closed -$161K – 178
2017
Q4 		$161K Buy
+10,413
New +$161K 0.03% 166

Other funds holding MVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Doyle Wealth Management's MVT Position: Q1 2018 in Review

Doyle Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q1 2018, closing a stake of 10,413 shares — an estimated $161K sold.

Doyle Wealth Management first reported a position in MVT in Q4 2017 and held it in 1 quarter. The position peaked at $161K in Q4 2017. 37 funds tracked by Wall St. Rank hold MVT as of Q1 2018.

  • Doyle Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q1 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 10,413 BlackRock MuniVest Fund II shares in Q1 2018, an estimated $161K.
  • Doyle Wealth Management first reported a position in BlackRock MuniVest Fund II in Q4 2017 and held it in 1 quarter.
  • Doyle Wealth Management's BlackRock MuniVest Fund II position peaked at $161K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2018.

Based on Doyle Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.