SPIA
MFL

Steward Partners Investment Advisory’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Steward Partners Investment Advisory’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
2022
Q2 		– Sell
-27,184
Closed -$333K – 3478
2022
Q1 		$333K Sell
27,184
-8,279
-23% -$109K 0.01% 1080
2021
Q4 		$527K Buy
35,463
+500
+1% +$7.24K 0.01% 916
2021
Q3 		$508K Hold
34,963
– – 0.01% 900
2021
Q2 		$516K Sell
34,963
-3,530
-9% -$51.3K 0.01% 916
2021
Q1 		$550K Buy
38,493
+3,930
+11% +$55.9K 0.01% 855
2020
Q4 		$487K Hold
34,563
– – 0.01% 768
2020
Q3 		$463K Buy
34,563
+1,400
+4% +$18.9K 0.01% 692
2020
Q2 		$429K Buy
33,163
+4,450
+15% +$56.8K 0.01% 676
2020
Q1 		$375K Buy
28,713
+3,300
+13% +$43.9K 0.01% 631
2019
Q4 		$337K Buy
25,413
+7,100
+39% +$94.6K 0.01% 731
2019
Q3 		$247K Buy
18,313
+10,762
+143% +$145K 0.01% 781
2019
Q2 		$100K Buy
+7,551
New +$98.2K ﹤0.01% 1062

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Steward Partners Investment Advisory's MFL Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2022, closing a stake of 27,184 shares — an estimated $333K sold.

Steward Partners Investment Advisory first reported a position in MFL in Q2 2019 and held it in 12 quarters. The position peaked at $550K in Q1 2021. 1 fund tracked by Wall St. Rank holds MFL as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27,184 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2022, an estimated $333K.
  • Steward Partners Investment Advisory first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q2 2019 and held it in 12 quarters.
  • Steward Partners Investment Advisory's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $550K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.