GWM
MUE

Gupta Wealth Management’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

Gupta Wealth Management’s Portfolio MUE Stock Details MUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,000
Closed -$40K – 1320
2015
Q3 		$40K Buy
+3,000
New +$39.2K 0.01% 494

Other funds holding MUE

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's MUE Position: Q4 2015 in Review

Gupta Wealth Management sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q4 2015, closing a stake of 3,000 shares — an estimated $40K sold.

Gupta Wealth Management first reported a position in MUE in Q3 2015 and held it in 1 quarter. The position peaked at $40K in Q3 2015. 44 funds tracked by Wall St. Rank hold MUE as of Q4 2015.

  • Gupta Wealth Management reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,000 BlackRock MuniHoldings Quality Fund II shares in Q4 2015, an estimated $40K.
  • Gupta Wealth Management first reported a position in BlackRock MuniHoldings Quality Fund II in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's BlackRock MuniHoldings Quality Fund II position peaked at $40K in Q3 2015.
  • 44 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.