Walled Lake Planning & Wealth Management’s BlackRock Municipal Income Fund, Inc. MUI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MUI Stock Details MUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-207	Closed	-$3K	–	377
2020 Q4	$3K	Sell	207 -201	-49%	-$2.9K	﹤0.01%	273
2020 Q3	$6K	Buy	408 +5	+1%	+$71	﹤0.01%	246
2020 Q2	$6K	Buy	403 +4	+1%	+$53	0.01%	237
2020 Q1	$5K	Buy	+399	New	+$5.69K	﹤0.01%	237

Other funds holding MUI

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MSL

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

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

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

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

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

AAM

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

Walled Lake Planning & Wealth Management's MUI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of BlackRock Municipal Income Fund, Inc. (MUI) in Q1 2021, closing a stake of 207 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in MUI in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2020. 88 funds tracked by Wall St. Rank hold MUI as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining BlackRock Municipal Income Fund, Inc. position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 207 BlackRock Municipal Income Fund, Inc. shares in Q1 2021, an estimated $3K.
Walled Lake Planning & Wealth Management first reported a position in BlackRock Municipal Income Fund, Inc. in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's BlackRock Municipal Income Fund, Inc. position peaked at $6K in Q3 2020.
88 funds tracked by Wall St. Rank held BlackRock Municipal Income Fund, Inc. as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.