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Safeguard Investment Advisory Group’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Safeguard Investment Advisory Group’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,034
Closed -$30K – 475
2020
Q4 		$30K Buy
+2,034
New +$29.5K 0.03% 258

Other funds holding MUC

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Safeguard Investment Advisory Group's MUC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q1 2021, closing a stake of 2,034 shares — an estimated $30K sold.

Safeguard Investment Advisory Group first reported a position in MUC in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 48 funds tracked by Wall St. Rank hold MUC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,034 BlackRock MuniHoldings California Quality Fund shares in Q1 2021, an estimated $30K.
  • Safeguard Investment Advisory Group first reported a position in BlackRock MuniHoldings California Quality Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's BlackRock MuniHoldings California Quality Fund position peaked at $30K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.