CIA
BYM

Choate Investment Advisors’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Choate Investment 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
2023
Q1 		– Sell
-20,600
Closed -$234K – 322
2022
Q4 		$234K Hold
20,600
– – 0.01% 246
2022
Q3 		$226K Hold
20,600
– – 0.01% 228
2022
Q2 		$255K Hold
20,600
– – 0.02% 225
2022
Q1 		$273K Hold
20,600
– – 0.01% 257
2021
Q4 		$322K Hold
20,600
– – 0.02% 223
2021
Q3 		$314K Hold
20,600
– – 0.02% 218
2021
Q2 		$323K Hold
20,600
– – 0.02% 214
2021
Q1 		$311K Hold
20,600
– – 0.02% 219
2020
Q4 		$313K Hold
20,600
– – 0.02% 201
2020
Q3 		$293K Hold
20,600
– – 0.02% 207
2020
Q2 		$282K Hold
20,600
– – 0.02% 210
2020
Q1 		$273K Hold
20,600
– – 0.02% 207
2019
Q4 		$289K Buy
20,600
+9,800
+91% +$137K 0.02% 198
2019
Q3 		$153K Buy
+10,800
New +$152K 0.01% 225

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Choate Investment Advisors's BYM Position: Q1 2023 in Review

Choate Investment Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2023, closing a stake of 20,600 shares — an estimated $234K sold.

Choate Investment Advisors first reported a position in BYM in Q3 2019 and held it in 14 quarters. The position peaked at $323K in Q2 2021. 61 funds tracked by Wall St. Rank hold BYM as of Q1 2023.

  • Choate Investment Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 20,600 BlackRock Municipal Income Quality Trust shares in Q1 2023, an estimated $234K.
  • Choate Investment Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q3 2019 and held it in 14 quarters.
  • Choate Investment Advisors's BlackRock Municipal Income Quality Trust position peaked at $323K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2023.

Based on Choate Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.