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Transamerica Financial Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Transamerica Financial Advisors’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
2014
Q3 		– Sell
-5
Closed -$1K – 707
2014
Q2 		$1K Buy
+5
New +$71 ﹤0.01% 641

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Transamerica Financial Advisors's MUC Position: Q3 2014 in Review

Transamerica Financial Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2014, closing a stake of 5 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in MUC in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 41 funds tracked by Wall St. Rank hold MUC as of Q3 2014.

  • Transamerica Financial Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 BlackRock MuniHoldings California Quality Fund shares in Q3 2014, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2014 and held it in 1 quarter.
  • Transamerica Financial Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $1K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2014.

Based on Transamerica Financial Advisors's 13F filing for Q3 2014, filed 21 Oct 2014.