EW
MVT

Evoke Wealth’s BlackRock MuniVest Fund II MVT Stock Holding History

Evoke Wealth’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
2019
Q4 		– Sell
-173
Closed -$2.56K – 1391
2019
Q3 		$2.56K Buy
+173
New +$2.6K ﹤0.01% 1159

Other funds holding MVT

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Evoke Wealth's MVT Position: Q4 2019 in Review

Evoke Wealth sold out of BlackRock MuniVest Fund II (MVT) in Q4 2019, closing a stake of 173 shares — an estimated $2.56K sold.

Evoke Wealth first reported a position in MVT in Q3 2019 and held it in 1 quarter. The position peaked at $2.56K in Q3 2019. 39 funds tracked by Wall St. Rank hold MVT as of Q4 2019.

  • Evoke Wealth reported no remaining BlackRock MuniVest Fund II position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 173 BlackRock MuniVest Fund II shares in Q4 2019, an estimated $2.56K.
  • Evoke Wealth first reported a position in BlackRock MuniVest Fund II in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's BlackRock MuniVest Fund II position peaked at $2.56K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q4 2019.

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