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Beam Wealth Advisors’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Beam Wealth Advisors’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-19,888
Closed -$243K – 158
2020
Q1 		$243K Hold
19,888
– – 0.24% 121
2019
Q4 		$260K Buy
+19,888
New +$258K 0.24% 119

Other funds holding MYN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beam Wealth Advisors's MYN Position: Q2 2020 in Review

Beam Wealth Advisors sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q2 2020, closing a stake of 19,888 shares — an estimated $243K sold.

Beam Wealth Advisors first reported a position in MYN in Q4 2019 and held it in 2 quarters. The position peaked at $260K in Q4 2019. 50 funds tracked by Wall St. Rank hold MYN as of Q2 2020.

  • Beam Wealth Advisors reported no remaining BlackRock MuniYield New York Quality Fund position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 19,888 BlackRock MuniYield New York Quality Fund shares in Q2 2020, an estimated $243K.
  • Beam Wealth Advisors first reported a position in BlackRock MuniYield New York Quality Fund in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's BlackRock MuniYield New York Quality Fund position peaked at $260K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.