SBL
MHN

Sargent Bickham Lagudis’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

Sargent Bickham Lagudis’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-333
Closed -$4K – 766
2016
Q4 		$4K Hold
333
– – ﹤0.01% 639
2016
Q3 		$5 Buy
+333
New +$5.04K ﹤0.01% 646

Other funds holding MHN

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sargent Bickham Lagudis's MHN Position: Q1 2017 in Review

Sargent Bickham Lagudis sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2017, closing a stake of 333 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in MHN in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 27 funds tracked by Wall St. Rank hold MHN as of Q1 2017.

  • Sargent Bickham Lagudis reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 333 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2017, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q3 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $4K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2017, filed 13 Sep 2021.