IWM
MVT

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 		$34 Buy
+1,100
New +$17.3K 0.02% 627

Other funds holding MVT

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $17K in Q4 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 $17K in Q4 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.