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Tortoise Investment Management’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Tortoise Investment Management’s Portfolio MUC Stock Details MUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,811
Closed -$106K – 986
2025
Q3 		$106K Sell
9,811
-7,000
-42% -$72.6K 0.01% 298
2025
Q2 		$174K Sell
16,811
-7,500
-31% -$78K 0.02% 235
2025
Q1 		$260K Hold
24,311
– – 0.03% 184
2024
Q4 		$258K Sell
24,311
-5,150
-17% -$57.5K 0.03% 196
2024
Q3 		$339K Sell
29,461
-2,150
-7% -$24.2K 0.04% 178
2024
Q2 		$351K Sell
31,611
-4,000
-11% -$43.5K 0.04% 169
2024
Q1 		$392K Hold
35,611
– – 0.05% 168
2023
Q4 		$396K Buy
35,611
+4,062
+13% +$41.2K 0.05% 157
2023
Q3 		$302K Buy
31,549
+13,200
+72% +$138K 0.04% 169
2023
Q2 		$199K Buy
18,349
+11,349
+162% +$122K 0.03% 198
2023
Q1 		$77.4K Buy
+7,000
New +$77.6K 0.01% 292

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return