OIA
MHD icon

OneDigital Investment Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

OneDigital Investment 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
2018
Q4 		– Sell
-2,918
Closed -$44K – 1225
2018
Q3 		$44K Hold
2,918
– – 0.01% 443
2018
Q2 		$46K Hold
2,918
– – 0.01% 527
2018
Q1 		$45K Buy
+2,918
New +$46K 0.01% 551
2017
Q3 		– Sell
-2,918
Closed -$51K – 1120
2017
Q2 		$51K Buy
+2,918
New +$49.4K 0.02% 468

Other funds holding MHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's MHD Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2018, closing a stake of 2,918 shares — an estimated $44K sold.

OneDigital Investment Advisors first reported a position in MHD in Q2 2017 and held it in 4 quarters. The position peaked at $51K in Q2 2017. 38 funds tracked by Wall St. Rank hold MHD as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,918 BlackRock MuniHoldings Fund shares in Q4 2018, an estimated $44K.
  • OneDigital Investment Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's BlackRock MuniHoldings Fund position peaked at $51K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.