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

United Capital 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
2021 Q3	–	Sell	-13,000	Closed	-$207K	–	1228
2021 Q2	$207K	Hold	13,000	–	–	﹤0.01%	1154
2021 Q1	$196K	Hold	13,000	–	–	﹤0.01%	1131
2020 Q4	$195K	Hold	13,000	–	–	﹤0.01%	1134
2020 Q3	$182K	Hold	13,000	–	–	﹤0.01%	1084
2020 Q2	$184K	Hold	13,000	–	–	﹤0.01%	1110
2020 Q1	$173K	Hold	13,000	–	–	﹤0.01%	1085
2019 Q4	$182K	Hold	13,000	–	–	﹤0.01%	1295
2019 Q3	$184K	Buy	+13,000	New	+$182K	﹤0.01%	1208

Other funds holding MUC

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

United Capital Financial Advisors's MUC Position: Q3 2021 in Review

United Capital Financial Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2021, closing a stake of 13,000 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in MUC in Q3 2019 and held it in 8 quarters. The position peaked at $207K in Q2 2021. 46 funds tracked by Wall St. Rank hold MUC as of Q3 2021.

United Capital Financial Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 13,000 BlackRock MuniHoldings California Quality Fund shares in Q3 2021, an estimated $207K.
United Capital Financial Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2019 and held it in 8 quarters.
United Capital Financial Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $207K in Q2 2021.
46 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.