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SeaCrest Wealth Management’s BlackRock MuniHoldings Fund MHD Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-2,367
Closed -$30K – 1138
2022
Q2 		$30K Buy
+2,367
New +$30.9K ﹤0.01% 1331

Other funds holding MHD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SeaCrest Wealth Management's MHD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2022, closing a stake of 2,367 shares — an estimated $30K sold.

SeaCrest Wealth Management first reported a position in MHD in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 101 funds tracked by Wall St. Rank hold MHD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining BlackRock MuniHoldings Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,367 BlackRock MuniHoldings Fund shares in Q3 2022, an estimated $30K.
  • SeaCrest Wealth Management first reported a position in BlackRock MuniHoldings Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's BlackRock MuniHoldings Fund position peaked at $30K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.