STA
MUI

Summit Trail Advisors’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Summit Trail Advisors’s Portfolio MUI Stock Details MUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,035
Closed -$142K – 431
2022
Q3 		$142K Buy
+13,035
New +$156K 0.01% 344
2018
Q3 		– Sell
-1,733
Closed -$23K – 460
2018
Q2 		$23K Buy
+1,733
New +$22.7K 0.01% 373

Other funds holding MUI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Summit Trail Advisors's MUI Position: Q4 2022 in Review

Summit Trail Advisors sold out of BlackRock Municipal Income Fund, Inc. (MUI) in Q4 2022, closing a stake of 13,035 shares — an estimated $142K sold.

Summit Trail Advisors first reported a position in MUI in Q2 2018 and held it in 2 quarters. The position peaked at $142K in Q3 2022. 134 funds tracked by Wall St. Rank hold MUI as of Q4 2022.

  • Summit Trail Advisors reported no remaining BlackRock Municipal Income Fund, Inc. position as of Q4 2022 after selling out during the quarter.
  • Summit Trail Advisors sold 13,035 BlackRock Municipal Income Fund, Inc. shares in Q4 2022, an estimated $142K.
  • Summit Trail Advisors first reported a position in BlackRock Municipal Income Fund, Inc. in Q2 2018 and held it in 2 quarters.
  • Summit Trail Advisors's BlackRock Municipal Income Fund, Inc. position peaked at $142K in Q3 2022.
  • 134 funds tracked by Wall St. Rank held BlackRock Municipal Income Fund, Inc. as of Q4 2022.

Based on Summit Trail Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.