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Orion Portfolio Solutions’s BlackRock MuniHoldings Fund MHD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,937
Closed -$44K – 1405
2020
Q2 		$44K Buy
2,937
+11
+0.4% +$160 ﹤0.01% 738
2020
Q1 		$46K Buy
+2,926
New +$48.3K ﹤0.01% 611

Other funds holding MHD

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Orion Portfolio Solutions's MHD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2020, closing a stake of 2,937 shares — an estimated $44K sold.

Orion Portfolio Solutions first reported a position in MHD in Q1 2020 and held it in 2 quarters. The position peaked at $46K in Q1 2020. 39 funds tracked by Wall St. Rank hold MHD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BlackRock MuniHoldings Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,937 BlackRock MuniHoldings Fund shares in Q3 2020, an estimated $44K.
  • Orion Portfolio Solutions first reported a position in BlackRock MuniHoldings Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's BlackRock MuniHoldings Fund position peaked at $46K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.