JWA
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JFS Wealth Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

JFS Wealth Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,500
Closed -$26K – 453
2017
Q2 		$26K Buy
+1,500
New +$25.4K 0.01% 276

Other funds holding MHD

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFS Wealth Advisors's MHD Position: Q3 2017 in Review

JFS Wealth Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2017, closing a stake of 1,500 shares — an estimated $26K sold.

JFS Wealth Advisors first reported a position in MHD in Q2 2017 and held it in 1 quarter. The position peaked at $26K in Q2 2017. 29 funds tracked by Wall St. Rank hold MHD as of Q3 2017.

  • JFS Wealth Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,500 BlackRock MuniHoldings Fund shares in Q3 2017, an estimated $26K.
  • JFS Wealth Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2017 and held it in 1 quarter.
  • JFS Wealth Advisors's BlackRock MuniHoldings Fund position peaked at $26K in Q2 2017.
  • 29 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.