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Squar Milner Financial Services’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-450
Closed -$6K – 827
2018
Q2 		$6K Buy
+450
New +$5.93K 0.01% 667

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's MUC Position: Q3 2018 in Review

Squar Milner Financial Services sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2018, closing a stake of 450 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in MUC in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 58 funds tracked by Wall St. Rank hold MUC as of Q3 2018.

  • Squar Milner Financial Services reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 450 BlackRock MuniHoldings California Quality Fund shares in Q3 2018, an estimated $6K.
  • Squar Milner Financial Services first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's BlackRock MuniHoldings California Quality Fund position peaked at $6K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.