OFG
MHN

OTA Financial Group’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

OTA Financial Group’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,752
Closed -$254K – 61
2022
Q4 		$254K Buy
+24,752
New +$246K 0.25% 57

Other funds holding MHN

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

OTA Financial Group's MHN Position: Q1 2023 in Review

OTA Financial Group sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2023, closing a stake of 24,752 shares — an estimated $254K sold.

OTA Financial Group first reported a position in MHN in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 51 funds tracked by Wall St. Rank hold MHN as of Q1 2023.

  • OTA Financial Group reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 24,752 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2023, an estimated $254K.
  • OTA Financial Group first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $254K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.