SFS
MVF

Sowell Financial Services’s BlackRock MuniVest Fund MVF Stock Holding History

Sowell Financial Services’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,715
Closed -$35K – 1917
2021
Q1 		$35K Buy
+3,715
New +$34K ﹤0.01% 1807

Other funds holding MVF

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sowell Financial Services sold out of BlackRock MuniVest Fund (MVF) in Q2 2021, closing a stake of 3,715 shares — an estimated $35K sold.

Sowell Financial Services first reported a position in MVF in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 88 funds tracked by Wall St. Rank hold MVF as of Q2 2021.

  • Sowell Financial Services reported no remaining BlackRock MuniVest Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,715 BlackRock MuniVest Fund shares in Q2 2021, an estimated $35K.
  • Sowell Financial Services first reported a position in BlackRock MuniVest Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's BlackRock MuniVest Fund position peaked at $35K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q2 2021.

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