EW
MFL

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

Evoke Wealth’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
Q4 		– Sell
-336
Closed -$4.56K – 1522
2019
Q3 		$4.56K Buy
+336
New +$4.52K ﹤0.01% 1027

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evoke Wealth's MFL Position: Q4 2019 in Review

Evoke Wealth sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2019, closing a stake of 336 shares — an estimated $4.56K sold.

Evoke Wealth first reported a position in MFL in Q3 2019 and held it in 1 quarter. The position peaked at $4.56K in Q3 2019. 77 funds tracked by Wall St. Rank hold MFL as of Q4 2019.

  • Evoke Wealth reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 336 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2019, an estimated $4.56K.
  • Evoke Wealth first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $4.56K in Q3 2019.
  • 77 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.