CPC
BYM

Consolidated Planning Corp’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-149
Closed -$2K – 119
2021
Q3 		$2K Buy
+149
New +$2.38K ﹤0.01% 400

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Consolidated Planning Corp's BYM Position: Q4 2021 in Review

Consolidated Planning Corp sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2021, closing a stake of 149 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in BYM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 62 funds tracked by Wall St. Rank hold BYM as of Q4 2021.

  • Consolidated Planning Corp reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 149 BlackRock Municipal Income Quality Trust shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in BlackRock Municipal Income Quality Trust in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's BlackRock Municipal Income Quality Trust position peaked at $2K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.