Mercer Global Advisors
MHD icon

Mercer Global Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Mercer Global Advisors’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
2019
Q3 		– Sell
-13,000
Closed -$222K – 1171
2019
Q2 		$222K Buy
+13,000
New +$212K 0.01% 1003

Other funds holding MHD

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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Mercer Global Advisors's MHD Position: Q3 2019 in Review

Mercer Global Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2019, closing a stake of 13,000 shares — an estimated $222K sold.

Mercer Global Advisors first reported a position in MHD in Q2 2019 and held it in 1 quarter. The position peaked at $222K in Q2 2019. 37 funds tracked by Wall St. Rank hold MHD as of Q3 2019.

  • Mercer Global Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2019 after selling out during the quarter.
  • Mercer Global Advisors sold 13,000 BlackRock MuniHoldings Fund shares in Q3 2019, an estimated $222K.
  • Mercer Global Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2019 and held it in 1 quarter.
  • Mercer Global Advisors's BlackRock MuniHoldings Fund position peaked at $222K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2019.

Based on Mercer Global Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.