WAM
MFL

Wealthspire Advisors (Maryland)’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-428
Closed -$5K – 2624
2018
Q3 		$5K Hold
428
– – ﹤0.01% 1848
2018
Q2 		$6K Hold
428
– – ﹤0.01% 1752
2018
Q1 		$6K Hold
428
– – ﹤0.01% 1778
2017
Q4 		$6K Hold
428
– – ﹤0.01% 1804
2017
Q3 		$6K Hold
428
– – ﹤0.01% 1767
2017
Q2 		$6K Hold
428
– – ﹤0.01% 1736
2017
Q1 		$6K Hold
428
– – ﹤0.01% 1498
2016
Q4 		$6K Hold
428
– – ﹤0.01% 1360
2016
Q3 		$7K Hold
428
– – ﹤0.01% 1340
2016
Q2 		$7K Sell
428
-372
-47% -$5.79K ﹤0.01% 1285
2016
Q1 		$12K Buy
+800
New +$11.9K ﹤0.01% 1145

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MFL Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q4 2018, closing a stake of 428 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MFL in Q1 2016 and held it in 11 quarters. The position peaked at $12K in Q1 2016. 59 funds tracked by Wall St. Rank hold MFL as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 428 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q4 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q1 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $12K in Q1 2016.
  • 59 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.