Kiley Juergens Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-750	Closed	-$11K	–	412
2018 Q3	$11K	Hold	750	–	–	0.01%	456
2018 Q2	$11K	Buy	+750	New	+$11.4K	0.01%	421
2018 Q1	–	Sell	-1,250	Closed	-$20K	–	401
2017 Q4	$20K	Buy	+1,250	New	+$21K	0.02%	347

Other funds holding MHD

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

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiley Juergens Wealth Management's MHD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2018, closing a stake of 750 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in MHD in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 38 funds tracked by Wall St. Rank hold MHD as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 750 BlackRock MuniHoldings Fund shares in Q4 2018, an estimated $11K.
Kiley Juergens Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's BlackRock MuniHoldings Fund position peaked at $20K in Q4 2017.
38 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.