APP
BYM

Avantax Planning Partners’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Avantax Planning Partners’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-860
Closed -$11K – 417
2018
Q1 		$11K Buy
+860
New +$11.6K ﹤0.01% 991

Other funds holding BYM

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Avantax Planning Partners's BYM Position: Q2 2018 in Review

Avantax Planning Partners sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2018, closing a stake of 860 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in BYM in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 61 funds tracked by Wall St. Rank hold BYM as of Q2 2018.

  • Avantax Planning Partners reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 860 BlackRock Municipal Income Quality Trust shares in Q2 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in BlackRock Municipal Income Quality Trust in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BlackRock Municipal Income Quality Trust position peaked at $11K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.