SG
MFL

Strid Group’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Strid 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
2017
Q4 		– Sell
-10,000
Closed -$149K – 37
2017
Q3 		$149K Hold
10,000
– – 0.06% 27
2017
Q2 		$148K Buy
+10,000
New +$146K 0.07% 27
2016
Q4 		$142K Hold
10,000
– – 0.06% 30
2016
Q3 		$160K Hold
10,000
– – 0.07% 26
2016
Q2 		$161K Hold
10,000
– – 0.07% 40
2016
Q1 		$152K Hold
10,000
– – 0.1% 35
2015
Q4 		$145K Buy
+10,000
New +$143K 0.06% 42

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strid Group's MFL Position: Q4 2017 in Review

Strid Group sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2017, closing a stake of 10,000 shares — an estimated $149K sold.

Strid Group first reported a position in MFL in Q4 2015 and held it in 7 quarters. The position peaked at $161K in Q2 2016. 56 funds tracked by Wall St. Rank hold MFL as of Q4 2017.

  • Strid Group reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2017 after selling out during the quarter.
  • Strid Group sold 10,000 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2017, an estimated $149K.
  • Strid Group first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2015 and held it in 7 quarters.
  • Strid Group's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $161K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2017.

Based on Strid Group's 13F filing for Q4 2017, filed 23 Jan 2018.