SFPG
MFL

Stonebridge Financial Planning Group’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q4 		– Sell
-2
Closed – – 409
2020
Q3 		$0 Hold
2
– – ﹤0.01% 415
2020
Q2 		$0 Hold
2
– – ﹤0.01% 420
2020
Q1 		$0 Hold
2
– – ﹤0.01% 427
2019
Q4 		$0 Buy
+2
New +$27 ﹤0.01% 359

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Financial Planning Group's MFL Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2020, closing a stake of 2 shares.

Stonebridge Financial Planning Group first reported a position in MFL in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 72 funds tracked by Wall St. Rank hold MFL as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2020.
  • Stonebridge Financial Planning Group first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $0 in Q3 2020.
  • 72 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.