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Financial & Investment Management Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Financial & Investment Management Group’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$191K Hold
13,000
– – 0.07% 111
2018
Q3 		$194K Buy
+13,000
New +$201K 0.06% 108

Other funds holding MHD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial & Investment Management Group's MHD Position: Q4 2018 in Review

Financial & Investment Management Group held its BlackRock MuniHoldings Fund (MHD) position steady in Q4 2018 at 13,000 shares worth $191K. The position accounts for 0.07% of the portfolio, ranked #111.

Financial & Investment Management Group first reported a position in MHD in Q3 2018 and has held it in 2 quarters since. The position peaked at $194K in Q3 2018. 38 funds tracked by Wall St. Rank hold MHD as of Q4 2018.

  • Financial & Investment Management Group held 13,000 shares of BlackRock MuniHoldings Fund worth $191K as of Q4 2018.
  • Financial & Investment Management Group left its BlackRock MuniHoldings Fund share count unchanged in Q4 2018.
  • BlackRock MuniHoldings Fund made up 0.07% of Financial & Investment Management Group's portfolio in Q4 2018, its #111 holding.
  • Financial & Investment Management Group first reported a position in BlackRock MuniHoldings Fund in Q3 2018 and has held it in 2 quarters since.
  • Financial & Investment Management Group's BlackRock MuniHoldings Fund position peaked at $194K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.