Wealth Enhancement Advisory Services
MUC icon

Wealth Enhancement Advisory Services’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q3 		– Sell
-10,481
Closed -$116K – 2880
2024
Q2 		$116K Sell
10,481
-2,317
-18% -$25.2K ﹤0.01% 2390
2024
Q1 		$141K Sell
12,798
-6,548
-34% -$72.7K ﹤0.01% 2257
2023
Q4 		$215K Sell
19,346
-5,183
-21% -$52.6K ﹤0.01% 2044
2023
Q3 		$235K Buy
+24,529
New +$257K ﹤0.01% 1900

Other funds holding MUC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's MUC Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of BlackRock MuniHoldings California Quality Fund (MUC) in Q3 2024, closing a stake of 10,481 shares — an estimated $116K sold.

Wealth Enhancement Advisory Services first reported a position in MUC in Q3 2023 and held it in 4 quarters. The position peaked at $235K in Q3 2023. 92 funds tracked by Wall St. Rank hold MUC as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining BlackRock MuniHoldings California Quality Fund position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,481 BlackRock MuniHoldings California Quality Fund shares in Q3 2024, an estimated $116K.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock MuniHoldings California Quality Fund in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's BlackRock MuniHoldings California Quality Fund position peaked at $235K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held BlackRock MuniHoldings California Quality Fund as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.