NFG
MHD icon

Next Financial Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
55
– – ﹤0.01% 2757
2021
Q3 		$1K Sell
55
-44
-44% -$750 ﹤0.01% 2644
2021
Q2 		$2K Hold
99
– – ﹤0.01% 2423
2021
Q1 		$2K Buy
+99
New +$1.6K ﹤0.01% 2317

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Next Financial Group's MHD Position: Q4 2021 in Review

Next Financial Group held its BlackRock MuniHoldings Fund (MHD) position steady in Q4 2021 at 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Next Financial Group first reported a position in MHD in Q1 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 103 funds tracked by Wall St. Rank hold MHD as of Q4 2021.

  • Next Financial Group held 55 shares of BlackRock MuniHoldings Fund worth $1K as of Q4 2021.
  • Next Financial Group left its BlackRock MuniHoldings Fund share count unchanged in Q4 2021.
  • BlackRock MuniHoldings Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2757 holding.
  • Next Financial Group first reported a position in BlackRock MuniHoldings Fund in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's BlackRock MuniHoldings Fund position peaked at $2K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.