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Liberty Wealth Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-522
Closed -$8K – 756
2021
Q3 		$8K Hold
522
– – ﹤0.01% 870
2021
Q2 		$8K Buy
+522
New +$8.08K ﹤0.01% 710

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Liberty Wealth Management's MUC Position: Q4 2021 in Review

Liberty Wealth Management sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q4 2021, closing a stake of 522 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in MUC in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 50 funds tracked by Wall St. Rank hold MUC as of Q4 2021.

  • Liberty Wealth Management reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 522 BlackRock MuniHoldings California Quality Fund shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's BlackRock MuniHoldings California Quality Fund position peaked at $8K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.