HWMA
MCA

Heritage Wealth Management (Arizona)’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MCA Stock Details MCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$42K Hold
2,630
– – 0.01% 478
2021
Q2 		$41K Hold
2,630
– – 0.02% 485
2021
Q1 		$39K Buy
+2,630
New +$38.9K 0.02% 415

Other funds holding MCA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MCA Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) position steady in Q3 2021 at 2,630 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #478.

Heritage Wealth Management (Arizona) first reported a position in MCA in Q1 2021 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold MCA as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 2,630 shares of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC worth $42K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC share count unchanged in Q3 2021.
  • BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #478 holding.
  • Heritage Wealth Management (Arizona) first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q1 2021 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.