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Wealthstar Advisors’s BlackRock MuniHoldings Fund MHD Stock Holding History

Wealthstar Advisors’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,820
Closed -$216K – 115
2021
Q2 		$216K Buy
+12,820
New +$212K 0.07% 95

Other funds holding MHD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthstar Advisors's MHD Position: Q3 2021 in Review

Wealthstar Advisors sold out of BlackRock MuniHoldings Fund (MHD) in Q3 2021, closing a stake of 12,820 shares — an estimated $216K sold.

Wealthstar Advisors first reported a position in MHD in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 99 funds tracked by Wall St. Rank hold MHD as of Q3 2021.

  • Wealthstar Advisors reported no remaining BlackRock MuniHoldings Fund position as of Q3 2021 after selling out during the quarter.
  • Wealthstar Advisors sold 12,820 BlackRock MuniHoldings Fund shares in Q3 2021, an estimated $216K.
  • Wealthstar Advisors first reported a position in BlackRock MuniHoldings Fund in Q2 2021 and held it in 1 quarter.
  • Wealthstar Advisors's BlackRock MuniHoldings Fund position peaked at $216K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held BlackRock MuniHoldings Fund as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.