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JP Morgan Private Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-59,394
Closed -$746K – 1543
2018
Q3 		$746K Hold
59,394
– – ﹤0.01% 927
2018
Q2 		$783K Buy
59,394
+18,747
+46% +$247K ﹤0.01% 849
2018
Q1 		$536K Buy
+40,647
New +$552K ﹤0.01% 844

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2018, closing a stake of 59,394 shares — an estimated $746K sold.

JP Morgan Private Wealth Advisors first reported a position in MUC in Q1 2018 and held it in 3 quarters. The position peaked at $783K in Q2 2018. 66 funds tracked by Wall St. Rank hold MUC as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 59,394 BlackRock MuniHoldings California Quality Fund shares in Q4 2018, an estimated $746K.
  • JP Morgan Private Wealth Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2018 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $783K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2018.

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