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BDO Wealth Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

BDO Wealth Advisors’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,011
Closed -$34.1K – 1042
2023
Q1 		$34.1K Buy
+3,011
New +$33.6K ﹤0.01% 488
2018
Q2 		– Hold
0
– – – 471
2018
Q1 		– Hold
0
– – – 408
2017
Q4 		– Hold
0
– – – 338
2017
Q3 		– Hold
0
– – – 310
2017
Q2 		– Hold
0
– – – 376

Other funds holding MYI

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's MYI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2023, closing a stake of 3,011 shares — an estimated $34.1K sold.

BDO Wealth Advisors first reported a position in MYI in Q1 2023 and held it in 1 quarter. The position peaked at $34.1K in Q1 2023. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,011 BlackRock MuniYield Quality Fund III shares in Q2 2023, an estimated $34.1K.
  • BDO Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's BlackRock MuniYield Quality Fund III position peaked at $34.1K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.