TI
MFL

tru Independence’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

tru Independence’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,306
Closed -$43 – 923
2020
Q2 		$43 Hold
3,306
– – 0.01% 399
2020
Q1 		$43 Hold
3,306
– – 0.01% 314
2019
Q4 		$43K Buy
+3,306
New +$44K 0.01% 392

Other funds holding MFL

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

tru Independence's MFL Position: Q3 2020 in Review

tru Independence sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q3 2020, closing a stake of 3,306 shares — an estimated $43 sold.

tru Independence first reported a position in MFL in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 62 funds tracked by Wall St. Rank hold MFL as of Q3 2020.

  • tru Independence reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 3,306 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q3 2020, an estimated $43.
  • tru Independence first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q4 2019 and held it in 3 quarters.
  • tru Independence's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $43K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.