Burt Wealth Advisors’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Burt Wealth Advisors’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
2019 Q3	–	Sell	-167	Closed	-$2K	–	336
2019 Q2	$2K	Hold	167	–	–	﹤0.01%	317
2019 Q1	$2K	Hold	167	–	–	﹤0.01%	329
2018 Q4	$2K	Hold	167	–	–	﹤0.01%	325
2018 Q3	$2K	Hold	167	–	–	﹤0.01%	350
2018 Q2	$2K	Hold	167	–	–	﹤0.01%	337
2018 Q1	$2K	Hold	167	–	–	﹤0.01%	343
2017 Q4	$2K	Hold	167	–	–	﹤0.01%	336
2017 Q3	$2K	Hold	167	–	–	﹤0.01%	321
2017 Q2	$2K	Hold	167	–	–	﹤0.01%	366
2017 Q1	$2K	Hold	167	–	–	﹤0.01%	320
2016 Q4	$2K	Hold	167	–	–	﹤0.01%	349
2016 Q3	$2K	Hold	167	–	–	﹤0.01%	351
2016 Q2	$2K	Hold	167	–	–	﹤0.01%	359
2016 Q1	$3K	Hold	167	–	–	﹤0.01%	420
2015 Q4	$2K	Hold	167	–	–	﹤0.01%	449
2015 Q3	$2K	Hold	167	–	–	﹤0.01%	341
2015 Q2	$2K	Hold	167	–	–	﹤0.01%	344
2015 Q1	$2K	Hold	167	–	–	﹤0.01%	315
2014 Q4	$2K	Buy	+167	New	+$2.35K	﹤0.01%	302

Other funds holding BYM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Burt Wealth Advisors's BYM Position: Q3 2019 in Review

Burt Wealth Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q3 2019, closing a stake of 167 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BYM in Q4 2014 and held it in 19 quarters. The position peaked at $3K in Q1 2016. 68 funds tracked by Wall St. Rank hold BYM as of Q3 2019.

Burt Wealth Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q3 2019 after selling out during the quarter.
Burt Wealth Advisors sold 167 BlackRock Municipal Income Quality Trust shares in Q3 2019, an estimated $2K.
Burt Wealth Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q4 2014 and held it in 19 quarters.
Burt Wealth Advisors's BlackRock Municipal Income Quality Trust position peaked at $3K in Q1 2016.
68 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2019.

Based on Burt Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.