GRP
MFL

Global Retirement Partners’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Global Retirement Partners’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
2018
Q3 		– Sell
-851
Closed -$11K – 1594
2018
Q2 		$11K Hold
851
– – ﹤0.01% 983
2018
Q1 		$11K Hold
851
– – ﹤0.01% 953
2017
Q4 		$12K Hold
851
– – ﹤0.01% 859
2017
Q3 		$13K Buy
+851
New +$12.8K 0.01% 755

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Global Retirement Partners's MFL Position: Q3 2018 in Review

Global Retirement Partners sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q3 2018, closing a stake of 851 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in MFL in Q3 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 68 funds tracked by Wall St. Rank hold MFL as of Q3 2018.

  • Global Retirement Partners reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q3 2018 after selling out during the quarter.
  • Global Retirement Partners sold 851 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q3 2018, an estimated $11K.
  • Global Retirement Partners first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q3 2017 and held it in 4 quarters.
  • Global Retirement Partners's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $13K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q3 2018.

Based on Global Retirement Partners's 13F filing for Q3 2018, filed 17 Oct 2018.