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Leelyn Smith’s BlackRock MuniHoldings Fund MHD Stock Holding History

Leelyn Smith’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
2022
Q4 		– Sell
-505
Closed -$6K – 489
2022
Q3 		$6K Buy
+505
New +$6.49K ﹤0.01% 352

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Leelyn Smith's MHD Position: Q4 2022 in Review

Leelyn Smith sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2022, closing a stake of 505 shares — an estimated $6K sold.

Leelyn Smith first reported a position in MHD in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 111 funds tracked by Wall St. Rank hold MHD as of Q4 2022.

  • Leelyn Smith reported no remaining BlackRock MuniHoldings Fund position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 505 BlackRock MuniHoldings Fund shares in Q4 2022, an estimated $6K.
  • Leelyn Smith first reported a position in BlackRock MuniHoldings Fund in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's BlackRock MuniHoldings Fund position peaked at $6K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.