WCM
MVF

WealthBridge Capital Management’s BlackRock MuniVest Fund MVF Stock Holding History

WealthBridge Capital Management’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,412
Closed -$151K – 127
2019
Q3 		$151K Hold
16,412
– – 0.11% 115
2019
Q2 		$136K Hold
16,412
– – 0.12% 104
2019
Q1 		$150K Hold
16,412
– – 0.1% 135
2018
Q4 		$136K Buy
+16,412
New +$138K 0.1% 136

Other funds holding MVF

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

WealthBridge Capital Management's MVF Position: Q4 2019 in Review

WealthBridge Capital Management sold out of BlackRock MuniVest Fund (MVF) in Q4 2019, closing a stake of 16,412 shares — an estimated $151K sold.

WealthBridge Capital Management first reported a position in MVF in Q4 2018 and held it in 4 quarters. The position peaked at $151K in Q3 2019. 78 funds tracked by Wall St. Rank hold MVF as of Q4 2019.

  • WealthBridge Capital Management reported no remaining BlackRock MuniVest Fund position as of Q4 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 16,412 BlackRock MuniVest Fund shares in Q4 2019, an estimated $151K.
  • WealthBridge Capital Management first reported a position in BlackRock MuniVest Fund in Q4 2018 and held it in 4 quarters.
  • WealthBridge Capital Management's BlackRock MuniVest Fund position peaked at $151K in Q3 2019.
  • 78 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q4 2019.

Based on WealthBridge Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.