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Next Financial Group’s BlackRock MuniVest Fund II MVT Stock Holding History

Next Financial Group’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-450
Closed -$7K – 1886
2017
Q2 		$7K Hold
450
– – ﹤0.01% 1447
2017
Q1 		$7K Buy
+450
New +$7.06K ﹤0.01% 1405

Other funds holding MVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Next Financial Group's MVT Position: Q3 2017 in Review

Next Financial Group sold out of BlackRock MuniVest Fund II (MVT) in Q3 2017, closing a stake of 450 shares — an estimated $7K sold.

Next Financial Group first reported a position in MVT in Q1 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 30 funds tracked by Wall St. Rank hold MVT as of Q3 2017.

  • Next Financial Group reported no remaining BlackRock MuniVest Fund II position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 450 BlackRock MuniVest Fund II shares in Q3 2017, an estimated $7K.
  • Next Financial Group first reported a position in BlackRock MuniVest Fund II in Q1 2017 and held it in 2 quarters.
  • Next Financial Group's BlackRock MuniVest Fund II position peaked at $7K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.