IWA
MFL

IBEX Wealth Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-1,883
Closed -$25K – 421
2019
Q2 		$25K Buy
+1,883
New +$24.5K 0.01% 271

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

IBEX Wealth Advisors's MFL Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q3 2019, closing a stake of 1,883 shares — an estimated $25K sold.

IBEX Wealth Advisors first reported a position in MFL in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 64 funds tracked by Wall St. Rank hold MFL as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,883 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q3 2019, an estimated $25K.
  • IBEX Wealth Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $25K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.