RWA
MVT

RGT Wealth Advisors’s BlackRock MuniVest Fund II MVT Stock Holding History

RGT Wealth Advisors’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,244
Closed -$176K – 100
2017
Q2 		$176K Hold
11,244
– – 0.12% 86
2017
Q1 		$172K Buy
+11,244
New +$176K 0.12% 96
2016
Q3 		– Hold
0
– – – 113

Other funds holding MVT

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
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RGT Wealth Advisors's MVT Position: Q3 2017 in Review

RGT Wealth Advisors sold out of BlackRock MuniVest Fund II (MVT) in Q3 2017, closing a stake of 11,244 shares — an estimated $176K sold.

RGT Wealth Advisors first reported a position in MVT in Q1 2017 and held it in 2 quarters. The position peaked at $176K in Q2 2017. 30 funds tracked by Wall St. Rank hold MVT as of Q3 2017.

  • RGT Wealth Advisors reported no remaining BlackRock MuniVest Fund II position as of Q3 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 11,244 BlackRock MuniVest Fund II shares in Q3 2017, an estimated $176K.
  • RGT Wealth Advisors first reported a position in BlackRock MuniVest Fund II in Q1 2017 and held it in 2 quarters.
  • RGT Wealth Advisors's BlackRock MuniVest Fund II position peaked at $176K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q3 2017.

Based on RGT Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.