EW
MUE

Evoke Wealth’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

Evoke Wealth’s Portfolio MUE Stock Details MUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-166
Closed -$2.13K – 1389
2019
Q3 		$2.13K Buy
+166
New +$2.11K ﹤0.01% 1193

Other funds holding MUE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Evoke Wealth's MUE Position: Q4 2019 in Review

Evoke Wealth sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q4 2019, closing a stake of 166 shares — an estimated $2.13K sold.

Evoke Wealth first reported a position in MUE in Q3 2019 and held it in 1 quarter. The position peaked at $2.13K in Q3 2019. 56 funds tracked by Wall St. Rank hold MUE as of Q4 2019.

  • Evoke Wealth reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 166 BlackRock MuniHoldings Quality Fund II shares in Q4 2019, an estimated $2.13K.
  • Evoke Wealth first reported a position in BlackRock MuniHoldings Quality Fund II in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's BlackRock MuniHoldings Quality Fund II position peaked at $2.13K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q4 2019.

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