PAG
MHE

Private Advisor Group’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Private Advisor Group’s Portfolio MHE Stock Details MHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,100
Closed -$64K – 3938
2020
Q2 		$64K Buy
+5,100
New +$64.3K ﹤0.01% 1963

Other funds holding MHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's MHE Position: Q3 2020 in Review

Private Advisor Group sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q3 2020, closing a stake of 5,100 shares — an estimated $64K sold.

Private Advisor Group first reported a position in MHE in Q2 2020 and held it in 1 quarter. The position peaked at $64K in Q2 2020. 11 funds tracked by Wall St. Rank hold MHE as of Q3 2020.

  • Private Advisor Group reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 5,100 BlackRock Massachusetts Tax-Exempt Trust shares in Q3 2020, an estimated $64K.
  • Private Advisor Group first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's BlackRock Massachusetts Tax-Exempt Trust position peaked at $64K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.