LWCFA
MHN

Loring Wolcott & Coolidge Fiduciary Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,000
Closed -$146K – 635
2015
Q4 		$146K Buy
+10,000
New +$141K ﹤0.01% 295

Other funds holding MHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MHN Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2016, closing a stake of 10,000 shares — an estimated $146K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MHN in Q4 2015 and held it in 1 quarter. The position peaked at $146K in Q4 2015. 29 funds tracked by Wall St. Rank hold MHN as of Q1 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10,000 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2016, an estimated $146K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2015 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $146K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.