LWM
MFL

Laidlaw Wealth Management’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Laidlaw Wealth Management’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
2020
Q1 		– Sell
-10,750
Closed -$143K – 186
2019
Q4 		$143K Buy
+10,750
New +$143K 0.09% 165

Other funds holding MFL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Laidlaw Wealth Management's MFL Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q1 2020, closing a stake of 10,750 shares — an estimated $143K sold.

Laidlaw Wealth Management first reported a position in MFL in Q4 2019 and held it in 1 quarter. The position peaked at $143K in Q4 2019. 75 funds tracked by Wall St. Rank hold MFL as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,750 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q1 2020, an estimated $143K.
  • Laidlaw Wealth Management first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $143K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.