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Avantax Advisory Services’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Avantax Advisory Services’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,739
Closed -$166K – 1639
2023
Q3 		$166K Sell
16,739
-6,957
-29% -$74.9K ﹤0.01% 1450
2023
Q2 		$262K Buy
+23,696
New +$262K ﹤0.01% 1256

Other funds holding MIY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Avantax Advisory Services's MIY Position: Q4 2023 in Review

Avantax Advisory Services sold out of BlackRock MuniYield Michigan Quality Fund (MIY) in Q4 2023, closing a stake of 16,739 shares — an estimated $166K sold.

Avantax Advisory Services first reported a position in MIY in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q2 2023. 63 funds tracked by Wall St. Rank hold MIY as of Q4 2023.

  • Avantax Advisory Services reported no remaining BlackRock MuniYield Michigan Quality Fund position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 16,739 BlackRock MuniYield Michigan Quality Fund shares in Q4 2023, an estimated $166K.
  • Avantax Advisory Services first reported a position in BlackRock MuniYield Michigan Quality Fund in Q2 2023 and held it in 2 quarters.
  • Avantax Advisory Services's BlackRock MuniYield Michigan Quality Fund position peaked at $262K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.