LNWWM
MFL

Laird Norton Wetherby Wealth Management’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Laird Norton Wetherby 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
2019
Q4 		– Sell
-11,014
Closed -$149K – 728
2019
Q3 		$149K Sell
11,014
-766
-7% -$10.3K 0.02% 678
2019
Q2 		$157K Hold
11,780
– – 0.02% 655
2019
Q1 		$152K Sell
11,780
-7,656
-39% -$98.8K 0.02% 633
2018
Q4 		$248K Buy
+19,436
New +$237K 0.04% 521

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MFL Position: Q4 2019 in Review

Laird Norton Wetherby Wealth Management sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2019, closing a stake of 11,014 shares — an estimated $149K sold.

Laird Norton Wetherby Wealth Management first reported a position in MFL in Q4 2018 and held it in 4 quarters. The position peaked at $248K in Q4 2018. 77 funds tracked by Wall St. Rank hold MFL as of Q4 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,014 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2019, an estimated $149K.
  • Laird Norton Wetherby Wealth Management first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2018 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $248K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.