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

Valeo 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
2020
Q3 		– Sell
-330
Closed -$5K – 1946
2020
Q2 		$5K Buy
+330
New +$4.42K ﹤0.01% 1534

Other funds holding MUC

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's MUC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2020, closing a stake of 330 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in MUC in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 51 funds tracked by Wall St. Rank hold MUC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 330 BlackRock MuniHoldings California Quality Fund shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in BlackRock MuniHoldings California Quality Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's BlackRock MuniHoldings California Quality Fund position peaked at $5K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.