First Foundation Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

First Foundation Advisors’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
2021 Q2	–	Sell	-14,228	Closed	-$203K	–	471
2021 Q1	$203K	Hold	14,228	–	–	0.01%	396
2020 Q4	$200K	Sell	14,228 -17,476	-55%	-$239K	0.01%	393
2020 Q3	$425K	Hold	31,704	–	–	0.02%	251
2020 Q2	$410K	Sell	31,704 -39,639	-56%	-$506K	0.02%	247
2020 Q1	$933K	Buy	71,343 +29,436	+70%	+$392K	0.06%	171
2019 Q4	$557K	Buy	41,907 +17,827	+74%	+$237K	0.03%	232
2019 Q3	$325K	Buy	+24,080	New	+$324K	0.02%	278

Other funds holding MFL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Foundation Advisors's MFL Position: Q2 2021 in Review

First Foundation Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2021, closing a stake of 14,228 shares — an estimated $203K sold.

First Foundation Advisors first reported a position in MFL in Q3 2019 and held it in 7 quarters. The position peaked at $933K in Q1 2020. 62 funds tracked by Wall St. Rank hold MFL as of Q2 2021.

First Foundation Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2021 after selling out during the quarter.
First Foundation Advisors sold 14,228 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2021, an estimated $203K.
First Foundation Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q3 2019 and held it in 7 quarters.
First Foundation Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $933K in Q1 2020.
62 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.