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Rehmann Capital Advisory Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Rehmann Capital Advisory Group’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
2018
Q4 		– Sell
-2,086
Closed -$31.1K – 2020
2018
Q3 		$31.1K Hold
2,086
– – ﹤0.01% 978
2018
Q2 		$32.6K Buy
+2,086
New +$31.8K ﹤0.01% 927

Other funds holding MHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rehmann Capital Advisory Group's MHD Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2018, closing a stake of 2,086 shares — an estimated $31.1K sold.

Rehmann Capital Advisory Group first reported a position in MHD in Q2 2018 and held it in 2 quarters. The position peaked at $32.6K in Q2 2018. 38 funds tracked by Wall St. Rank hold MHD as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining BlackRock MuniHoldings Fund position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 2,086 BlackRock MuniHoldings Fund shares in Q4 2018, an estimated $31.1K.
  • Rehmann Capital Advisory Group first reported a position in BlackRock MuniHoldings Fund in Q2 2018 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's BlackRock MuniHoldings Fund position peaked at $32.6K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.