IA
MVF

IFP Advisors’s BlackRock MuniVest Fund MVF Stock Holding History

IFP Advisors’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$4.04K – 3467
2023
Q2 		$4.04K Buy
+600
New +$4.04K ﹤0.01% 2620
2023
Q1 		– Sell
-143
Closed -$1K – 4049
2022
Q4 		$1K Sell
143
-13,084
-99% -$87.7K ﹤0.01% 4408
2022
Q3 		$119K Buy
13,227
+8,515
+181% +$62.9K ﹤0.01% 1733
2022
Q2 		$45K Hold
4,712
– – ﹤0.01% 2235
2022
Q1 		$45K Buy
+4,712
New +$41.3K ﹤0.01% 2235
2019
Q1 		$95K Buy
10,547
+7,107
+207% +$62.8K 0.01% 708
2018
Q4 		$28K Hold
3,440
– – ﹤0.01% 1942
2018
Q3 		$30K Sell
3,440
-2,300
-40% -$20.2K ﹤0.01% 2210
2018
Q2 		$50K Sell
5,740
-573
-9% -$5K ﹤0.01% 1908
2018
Q1 		$61K Hold
6,313
– – ﹤0.01% 1698
2017
Q4 		$61K Sell
6,313
-7,398
-54% -$71.9K ﹤0.01% 1715
2017
Q3 		$133K Sell
13,711
-42
-0.3% -$412 0.01% 1385
2017
Q2 		$133K Sell
13,753
-1,263
-8% -$12.3K 0.01% 1371
2017
Q1 		$145K Buy
15,016
+1,317
+10% +$12.9K 0.01% 1284
2016
Q4 		$132K Sell
13,699
-411
-3% -$4.07K 0.01% 1271
2016
Q3 		$149K Buy
14,110
+2,087
+17% +$22.7K 0.01% 1143
2016
Q2 		$133K Buy
12,023
+1,476
+14% +$16K 0.01% 1181
2016
Q1 		$95K Buy
10,547
+8,046
+322% +$84.3K 0.01% 708
2015
Q4 		$26K Buy
+2,501
New +$25K ﹤0.01% 2012

Other funds holding MVF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's MVF Position: Q3 2023 in Review

IFP Advisors sold out of BlackRock MuniVest Fund (MVF) in Q3 2023, closing a stake of 600 shares — an estimated $4.04K sold.

IFP Advisors first reported a position in MVF in Q4 2015 and held it in 19 quarters. The position peaked at $149K in Q3 2016. 105 funds tracked by Wall St. Rank hold MVF as of Q3 2023.

  • IFP Advisors reported no remaining BlackRock MuniVest Fund position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 600 BlackRock MuniVest Fund shares in Q3 2023, an estimated $4.04K.
  • IFP Advisors first reported a position in BlackRock MuniVest Fund in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's BlackRock MuniVest Fund position peaked at $149K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.