HWP
MVT

Hefty Wealth Partners’s BlackRock MuniVest Fund II MVT Stock Holding History

Hefty Wealth Partners’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-225
Closed -$3K – 266
2017
Q4 		$3K Hold
225
– – ﹤0.01% 228
2017
Q3 		$3K Buy
+225
New +$3.55K ﹤0.01% 224

Other funds holding MVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hefty Wealth Partners's MVT Position: Q1 2018 in Review

Hefty Wealth Partners sold out of BlackRock MuniVest Fund II (MVT) in Q1 2018, closing a stake of 225 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in MVT in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 37 funds tracked by Wall St. Rank hold MVT as of Q1 2018.

  • Hefty Wealth Partners reported no remaining BlackRock MuniVest Fund II position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 225 BlackRock MuniVest Fund II shares in Q1 2018, an estimated $3K.
  • Hefty Wealth Partners first reported a position in BlackRock MuniVest Fund II in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's BlackRock MuniVest Fund II position peaked at $3K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.