Laird Norton Wetherby Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Laird Norton Wetherby Wealth Management’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
2022 Q4	–	Sell	-18,117	Closed	-$195K	–	938
2022 Q3	$195K	Hold	18,117	–	–	0.01%	800
2022 Q2	$217K	Buy	+18,117	New	+$217K	0.01%	792
2019 Q1	–	Sell	-14,470	Closed	-$178K	–	672
2018 Q4	$178K	Buy	14,470 +459	+3%	+$5.69K	0.03%	592
2018 Q3	$176K	Hold	14,011	–	–	0.02%	631
2018 Q2	$185K	Buy	14,011 +567	+4%	+$7.47K	0.03%	607
2018 Q1	$177K	Buy	13,444 +2,688	+25%	+$36.5K	0.02%	612
2017 Q4	$153K	Buy	+10,756	New	+$158K	0.02%	616
2017 Q2	–	Sell	-13,128	Closed	-$186K	–	574
2017 Q1	$186K	Buy	+13,128	New	+$186K	0.03%	533

Other funds holding MUC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's MUC Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2022, closing a stake of 18,117 shares — an estimated $195K sold.

Laird Norton Wetherby Wealth Management first reported a position in MUC in Q1 2017 and held it in 8 quarters. The position peaked at $217K in Q2 2022. 90 funds tracked by Wall St. Rank hold MUC as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 18,117 BlackRock MuniHoldings California Quality Fund shares in Q4 2022, an estimated $195K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q1 2017 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $217K in Q2 2022.
90 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.