IHT Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

IHT Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,100	Closed	-$16K	–	1015
2018 Q1	$16K	Hold	1,100	–	–	﹤0.01%	1048
2017 Q4	$17K	Hold	1,100	–	–	﹤0.01%	1035
2017 Q3	$17K	Hold	1,100	–	–	0.01%	820
2017 Q2	$34K	Buy	+1,100	New	+$17.3K	0.02%	627

Other funds holding MVT

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

IHT Wealth Management sold out of BlackRock MuniVest Fund II (MVT) in Q2 2018, closing a stake of 1,100 shares — an estimated $16K sold.

IHT Wealth Management first reported a position in MVT in Q2 2017 and held it in 4 quarters. The position peaked at $34K in Q2 2017. 36 funds tracked by Wall St. Rank hold MVT as of Q2 2018.

IHT Wealth Management reported no remaining BlackRock MuniVest Fund II position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,100 BlackRock MuniVest Fund II shares in Q2 2018, an estimated $16K.
IHT Wealth Management first reported a position in BlackRock MuniVest Fund II in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's BlackRock MuniVest Fund II position peaked at $34K in Q2 2017.
36 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q2 2018.

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