VFA
MFL

Valeo Financial Advisors’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Valeo Financial Advisors’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
2018
Q2 		– Sell
-1,166
Closed -$15K – 1799
2018
Q1 		$15K Buy
+1,166
New +$16.2K ﹤0.01% 821

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Valeo Financial Advisors's MFL Position: Q2 2018 in Review

Valeo Financial Advisors sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q2 2018, closing a stake of 1,166 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in MFL in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 64 funds tracked by Wall St. Rank hold MFL as of Q2 2018.

  • Valeo Financial Advisors reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,166 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q2 2018, an estimated $15K.
  • Valeo Financial Advisors first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $15K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.