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Founders Capital Management (Texas)’s BlackRock MuniHoldings Fund MHD Stock Holding History

Founders Capital Management (Texas)’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
2017
Q3 		– Sell
-1,000
Closed -$17K – 360
2017
Q2 		$17K Hold
1,000
– – 0.02% 222
2017
Q1 		$17K Buy
+1,000
New +$16.5K 0.02% 233

Other funds holding MHD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Capital Management (Texas)'s MHD Position: Q3 2017 in Review

Founders Capital Management (Texas) sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2017, closing a stake of 1,000 shares — an estimated $17K sold.

Founders Capital Management (Texas) first reported a position in MHD in Q1 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 29 funds tracked by Wall St. Rank hold MHD as of Q3 2017.

  • Founders Capital Management (Texas) reported no remaining BlackRock MuniHoldings Fund position as of Q3 2017 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,000 BlackRock MuniHoldings Fund shares in Q3 2017, an estimated $17K.
  • Founders Capital Management (Texas) first reported a position in BlackRock MuniHoldings Fund in Q1 2017 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s BlackRock MuniHoldings Fund position peaked at $17K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2017.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2017, filed 17 Oct 2017.