Kavar Capital Partners Group’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-1,750	Closed	-$23K	–	282
2018 Q2	$23K	Hold	1,750	–	–	0.01%	253
2018 Q1	$23K	Buy	+1,750	New	+$23.8K	0.01%	257
2016 Q1	–	Sell	-2,000	Closed	-$29K	–	279
2015 Q4	$29K	Hold	2,000	–	–	0.02%	198
2015 Q3	$28K	Hold	2,000	–	–	0.02%	203
2015 Q2	$28K	Buy	+2,000	New	+$29K	0.02%	217

Other funds holding MUC

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kavar Capital Partners Group's MUC Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2018, closing a stake of 1,750 shares — an estimated $23K sold.

Kavar Capital Partners Group first reported a position in MUC in Q2 2015 and held it in 5 quarters. The position peaked at $29K in Q4 2015. 58 funds tracked by Wall St. Rank hold MUC as of Q3 2018.

Kavar Capital Partners Group reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 1,750 BlackRock MuniHoldings California Quality Fund shares in Q3 2018, an estimated $23K.
Kavar Capital Partners Group first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2015 and held it in 5 quarters.
Kavar Capital Partners Group's BlackRock MuniHoldings California Quality Fund position peaked at $29K in Q4 2015.
58 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.