Chicago Partners Investment Group’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-2,000	Closed	-$25K	–	414
2018 Q3	$25K	Buy	2,000 +1,000	+100%	+$13.1K	﹤0.01%	641
2018 Q2	$13K	Sell	1,000 -1,000	-50%	-$13.1K	﹤0.01%	742
2018 Q1	$26K	Hold	2,000	–	–	﹤0.01%	567
2017 Q4	$28K	Hold	2,000	–	–	﹤0.01%	554
2017 Q3	$29K	Hold	2,000	–	–	0.01%	538
2017 Q2	$29K	Buy	+2,000	New	+$28.4K	0.01%	462

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Chicago Partners Investment Group's BYM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2018, closing a stake of 2,000 shares — an estimated $25K sold.

Chicago Partners Investment Group first reported a position in BYM in Q2 2017 and held it in 6 quarters. The position peaked at $29K in Q3 2017. 65 funds tracked by Wall St. Rank hold BYM as of Q4 2018.

Chicago Partners Investment Group reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 2,000 BlackRock Municipal Income Quality Trust shares in Q4 2018, an estimated $25K.
Chicago Partners Investment Group first reported a position in BlackRock Municipal Income Quality Trust in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's BlackRock Municipal Income Quality Trust position peaked at $29K in Q3 2017.
65 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.