Carson Wealth (CWM LLC)
MCA

Carson Wealth (CWM LLC)’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MCA Stock Details MCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4
Closed – – 2041
2018
Q2 		$0 Hold
4
– – ﹤0.01% 1803
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1574
2017
Q4 		$0 Hold
4
– – ﹤0.01% 1609
2017
Q3 		$0 Hold
4
– – ﹤0.01% 1585
2017
Q2 		$0 Hold
4
– – ﹤0.01% 1339
2017
Q1 		$0 Hold
4
– – ﹤0.01% 1356
2016
Q4 		$0 Hold
4
– – ﹤0.01% 1211
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1090
2016
Q2 		$0 Sell
4
-2,174
-100% -$35.4K ﹤0.01% 884
2016
Q1 		$35K Hold
2,178
– – ﹤0.01% 384
2015
Q4 		$34K Buy
2,178
+2,174
+54,350% +$32.9K ﹤0.01% 353
2015
Q3 		$0 Buy
+4
New +$59 ﹤0.01% 663
2014
Q1 		– Sell
-4
Closed – – 530
2013
Q4 		$0 Buy
+4
New +$55 ﹤0.01% 658

Other funds holding MCA

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCA Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) in Q3 2018, closing a stake of 4 shares.

Carson Wealth (CWM LLC) first reported a position in MCA in Q4 2013 and held it in 13 quarters. The position peaked at $35K in Q1 2016. 51 funds tracked by Wall St. Rank hold MCA as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4 BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC shares in Q3 2018.
  • Carson Wealth (CWM LLC) first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q4 2013 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position peaked at $35K in Q1 2016.
  • 51 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.