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Spectrum Management Group’s BlackRock MuniHoldings Fund MHD Stock Holding History

Spectrum Management Group’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
2017
Q4 		– Sell
-12,286
Closed -$213K – 344
2017
Q3 		$213K Buy
+12,286
New +$218K 0.07% 118

Other funds holding MHD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Spectrum Management Group's MHD Position: Q4 2017 in Review

Spectrum Management Group sold out of BlackRock MuniHoldings Fund (MHD) in Q4 2017, closing a stake of 12,286 shares — an estimated $213K sold.

Spectrum Management Group first reported a position in MHD in Q3 2017 and held it in 1 quarter. The position peaked at $213K in Q3 2017. 32 funds tracked by Wall St. Rank hold MHD as of Q4 2017.

  • Spectrum Management Group reported no remaining BlackRock MuniHoldings Fund position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 12,286 BlackRock MuniHoldings Fund shares in Q4 2017, an estimated $213K.
  • Spectrum Management Group first reported a position in BlackRock MuniHoldings Fund in Q3 2017 and held it in 1 quarter.
  • Spectrum Management Group's BlackRock MuniHoldings Fund position peaked at $213K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.