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Sunbelt Securities’s BlackRock MuniHoldings Fund MHD Stock Holding History

Sunbelt Securities’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,189
Closed -$223K – 542
2019
Q4 		$223K Hold
13,189
– – 0.02% 513
2019
Q3 		$216K Buy
+13,189
New +$221K 0.02% 499

Other funds holding MHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Sunbelt Securities's MHD Position: Q1 2020 in Review

Sunbelt Securities sold out of BlackRock MuniHoldings Fund (MHD) in Q1 2020, closing a stake of 13,189 shares — an estimated $223K sold.

Sunbelt Securities first reported a position in MHD in Q3 2019 and held it in 2 quarters. The position peaked at $223K in Q4 2019. 36 funds tracked by Wall St. Rank hold MHD as of Q1 2020.

  • Sunbelt Securities reported no remaining BlackRock MuniHoldings Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 13,189 BlackRock MuniHoldings Fund shares in Q1 2020, an estimated $223K.
  • Sunbelt Securities first reported a position in BlackRock MuniHoldings Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's BlackRock MuniHoldings Fund position peaked at $223K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.