JP Morgan Private Wealth Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MFL Stock Details MFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,781	Closed	-$135K	–	1622
2018 Q3	$135K	Hold	10,781	–	–	﹤0.01%	1511
2018 Q2	$139K	Hold	10,781	–	–	﹤0.01%	1399
2018 Q1	$141K	Hold	10,781	–	–	﹤0.01%	1207
2017 Q4	$158K	Sell	10,781 -2,693	-20%	-$40.2K	﹤0.01%	1207
2017 Q3	$200K	Hold	13,474	–	–	﹤0.01%	1159
2017 Q2	$198K	Buy	13,474 +2,746	+26%	+$40.1K	﹤0.01%	1153
2017 Q1	$154K	Buy	10,728 +157	+1%	+$2.26K	﹤0.01%	1272
2016 Q4	$150K	Buy	10,571 +157	+2%	+$2.28K	﹤0.01%	1189
2016 Q3	$166K	Buy	10,414 +183	+2%	+$2.93K	﹤0.01%	1162
2016 Q2	$165K	Sell	10,231 -3,662	-26%	-$57K	﹤0.01%	1175
2016 Q1	$211K	Buy	13,893 +3,893	+39%	+$58K	﹤0.01%	1060
2015 Q4	$145K	Buy	+10,000	New	+$143K	﹤0.01%	1054

Other funds holding MFL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MFL Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2018, closing a stake of 10,781 shares — an estimated $135K sold.

JP Morgan Private Wealth Advisors first reported a position in MFL in Q4 2015 and held it in 12 quarters. The position peaked at $211K in Q1 2016. 59 funds tracked by Wall St. Rank hold MFL as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,781 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2018, an estimated $135K.
JP Morgan Private Wealth Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2015 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $211K in Q1 2016.
59 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.