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 – 4051
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 $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return