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Plante Moran Financial Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-2,610
Closed -$33K – 989
2022
Q2 		$33K Buy
+2,610
New +$34.1K 0.01% 374
2018
Q4 		– Sell
-330
Closed -$5K – 938
2018
Q3 		$5K Buy
+330
New +$5.1K ﹤0.01% 589

Other funds holding MHD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Plante Moran Financial Advisors's MHD Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2022, closing a stake of 2,610 shares — an estimated $33K sold.

Plante Moran Financial Advisors first reported a position in MHD in Q3 2018 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 101 funds tracked by Wall St. Rank hold MHD as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,610 BlackRock MuniHoldings Fund shares in Q3 2022, an estimated $33K.
  • Plante Moran Financial Advisors first reported a position in BlackRock MuniHoldings Fund in Q3 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's BlackRock MuniHoldings Fund position peaked at $33K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.