PWPS
MFL

Pinnacle Wealth Planning Services’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,408
Closed -$62K – 2212
2020
Q4 		$62K Buy
+4,408
New +$60.3K 0.01% 691

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's MFL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q1 2021, closing a stake of 4,408 shares — an estimated $62K sold.

Pinnacle Wealth Planning Services first reported a position in MFL in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 66 funds tracked by Wall St. Rank hold MFL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4,408 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q1 2021, an estimated $62K.
  • Pinnacle Wealth Planning Services first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $62K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.