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National Planning Corporation’s BlackRock MuniHoldings Fund MHD Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-20,962
Closed -$363K – 387
2017
Q3 		$363K Buy
20,962
+1,985
+10% +$35.2K 0.03% 458
2017
Q2 		$335K Buy
18,977
+6,921
+57% +$117K 0.03% 516
2017
Q1 		$200K Buy
+12,056
New +$199K 0.02% 645

Other funds holding MHD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

National Planning Corporation's MHD Position: Q4 2017 in Review

National Planning Corporation sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2017, closing a stake of 20,962 shares — an estimated $363K sold.

National Planning Corporation first reported a position in MHD in Q1 2017 and held it in 3 quarters. The position peaked at $363K in Q3 2017. 32 funds tracked by Wall St. Rank hold MHD as of Q4 2017.

  • National Planning Corporation reported no remaining BlackRock MuniHoldings Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 20,962 BlackRock MuniHoldings Fund shares in Q4 2017, an estimated $363K.
  • National Planning Corporation first reported a position in BlackRock MuniHoldings Fund in Q1 2017 and held it in 3 quarters.
  • National Planning Corporation's BlackRock MuniHoldings Fund position peaked at $363K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.