OIA
MVT

OneDigital Investment Advisors’s BlackRock MuniVest Fund II MVT Stock Holding History

OneDigital Investment Advisors’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
2019
Q1 		– Sell
-870
Closed -$11K – 1166
2018
Q4 		$11K Buy
+870
New +$11.4K ﹤0.01% 832

Other funds holding MVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

OneDigital Investment Advisors's MVT Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of BlackRock MuniVest Fund II (MVT) in Q1 2019, closing a stake of 870 shares — an estimated $11K sold.

OneDigital Investment Advisors first reported a position in MVT in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 37 funds tracked by Wall St. Rank hold MVT as of Q1 2019.

  • OneDigital Investment Advisors reported no remaining BlackRock MuniVest Fund II position as of Q1 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 870 BlackRock MuniVest Fund II shares in Q1 2019, an estimated $11K.
  • OneDigital Investment Advisors first reported a position in BlackRock MuniVest Fund II in Q4 2018 and held it in 1 quarter.
  • OneDigital Investment Advisors's BlackRock MuniVest Fund II position peaked at $11K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.