Ford Financial Group’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Ford Financial Group’s Portfolio MUC Stock Details MUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,591	Closed	-$188K	–	126
2022 Q3	$188K	Hold	17,591	–	–	0.08%	115
2022 Q2	$210K	Buy	+17,591	New	+$211K	0.09%	111
2022 Q1	–	Sell	-9,500	Closed	-$146K	–	355
2021 Q4	$146K	Buy	+9,500	New	+$149K	0.03%	125
2021 Q3	–	Sell	-9,500	Closed	-$151K	–	375
2021 Q2	$151K	Buy	+9,500	New	+$147K	0.06%	127

Other funds holding MUC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ford Financial Group's MUC Position: Q4 2022 in Review

Ford Financial Group sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2022, closing a stake of 17,591 shares — an estimated $188K sold.

Ford Financial Group first reported a position in MUC in Q2 2021 and held it in 4 quarters. The position peaked at $210K in Q2 2022. 90 funds tracked by Wall St. Rank hold MUC as of Q4 2022.

Ford Financial Group reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2022 after selling out during the quarter.
Ford Financial Group sold 17,591 BlackRock MuniHoldings California Quality Fund shares in Q4 2022, an estimated $188K.
Ford Financial Group first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2021 and held it in 4 quarters.
Ford Financial Group's BlackRock MuniHoldings California Quality Fund position peaked at $210K in Q2 2022.
90 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.