Plante Moran Financial Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Plante Moran Financial Advisors’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
2018 Q4	–	Sell	-785	Closed	-$10K	–	991
2018 Q3	$10K	Buy	+785	New	+$9.99K	﹤0.01%	500
2015 Q1	–	Sell	-605	Closed	-$9K	–	821
2014 Q4	$9K	Hold	605	–	–	0.01%	568
2014 Q3	$8K	Buy	+605	New	+$8.3K	0.01%	594

Other funds holding MFL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Plante Moran Financial Advisors's MFL Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2018, closing a stake of 785 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in MFL in Q3 2014 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 59 funds tracked by Wall St. Rank hold MFL as of Q4 2018.

Plante Moran Financial Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 785 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2018, an estimated $10K.
Plante Moran Financial Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q3 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $10K in Q3 2018.
59 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.