SFS
MFL

Sowell Financial Services’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Sowell Financial Services’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,300
Closed -$121K – 3100
2021
Q1 		$121K Buy
+8,300
New +$118K ﹤0.01% 1282
2017
Q1 		– Sell
-2,250
Closed -$32K – 596
2016
Q4 		$32K Buy
+2,250
New +$32.7K 0.01% 383

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sowell Financial Services's MFL Position: Q2 2021 in Review

Sowell Financial Services sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2021, closing a stake of 8,300 shares — an estimated $121K sold.

Sowell Financial Services first reported a position in MFL in Q4 2016 and held it in 2 quarters. The position peaked at $121K in Q1 2021. 62 funds tracked by Wall St. Rank hold MFL as of Q2 2021.

  • Sowell Financial Services reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,300 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2021, an estimated $121K.
  • Sowell Financial Services first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $121K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.