IWM
MUE

IHT Wealth Management’s BlackRock MuniHoldings Quality Fund II MUE Stock Holding History

IHT Wealth Management’s Portfolio MUE Stock Details MUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,141
Closed -$14K – 1009
2018
Q1 		$14K Hold
1,141
– – ﹤0.01% 1087
2017
Q4 		$16K Hold
1,141
– – ﹤0.01% 1054
2017
Q3 		$16K Hold
1,141
– – 0.01% 838
2017
Q2 		$31 Buy
+1,141
New +$15.5K 0.02% 652

Other funds holding MUE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

IHT Wealth Management's MUE Position: Q2 2018 in Review

IHT Wealth Management sold out of BlackRock MuniHoldings Quality Fund II (MUE) in Q2 2018, closing a stake of 1,141 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in MUE in Q2 2017 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 49 funds tracked by Wall St. Rank hold MUE as of Q2 2018.

  • IHT Wealth Management reported no remaining BlackRock MuniHoldings Quality Fund II position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,141 BlackRock MuniHoldings Quality Fund II shares in Q2 2018, an estimated $14K.
  • IHT Wealth Management first reported a position in BlackRock MuniHoldings Quality Fund II in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's BlackRock MuniHoldings Quality Fund II position peaked at $16K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held BlackRock MuniHoldings Quality Fund II as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.