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Spectrum Wealth Advisory Group’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,805
Closed -$204K – 43
2021
Q2 		$204K Buy
+12,805
New +$198K 0.2% 43

Other funds holding MUC

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Spectrum Wealth Advisory Group's MUC Position: Q3 2021 in Review

Spectrum Wealth Advisory Group sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2021, closing a stake of 12,805 shares — an estimated $204K sold.

Spectrum Wealth Advisory Group first reported a position in MUC in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 46 funds tracked by Wall St. Rank hold MUC as of Q3 2021.

  • Spectrum Wealth Advisory Group reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2021 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 12,805 BlackRock MuniHoldings California Quality Fund shares in Q3 2021, an estimated $204K.
  • Spectrum Wealth Advisory Group first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2021 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's BlackRock MuniHoldings California Quality Fund position peaked at $204K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2021.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2021, filed 15 Oct 2021.