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Transform Wealth’s BlackRock MuniHoldings Fund MHD Stock Holding History

Transform Wealth’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
2023
Q3 		– Sell
-11,501
Closed -$134K – 257
2023
Q2 		$134K Hold
11,501
– – 0.01% 254
2023
Q1 		$139K Buy
+11,501
New +$138K 0.01% 246

Other funds holding MHD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Transform Wealth's MHD Position: Q3 2023 in Review

Transform Wealth sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2023, closing a stake of 11,501 shares — an estimated $134K sold.

Transform Wealth first reported a position in MHD in Q1 2023 and held it in 2 quarters. The position peaked at $139K in Q1 2023. 106 funds tracked by Wall St. Rank hold MHD as of Q3 2023.

  • Transform Wealth reported no remaining BlackRock MuniHoldings Fund position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 11,501 BlackRock MuniHoldings Fund shares in Q3 2023, an estimated $134K.
  • Transform Wealth first reported a position in BlackRock MuniHoldings Fund in Q1 2023 and held it in 2 quarters.
  • Transform Wealth's BlackRock MuniHoldings Fund position peaked at $139K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.