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

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

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

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

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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.