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

Creative Planning’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
2017 Q3	–	Sell	-2,324	Closed	-$34K	–	2137
2017 Q2	$34K	Hold	2,324	–	–	﹤0.01%	2805
2017 Q1	$32K	Hold	2,324	–	–	﹤0.01%	2785
2016 Q4	$32K	Hold	2,324	–	–	﹤0.01%	2735
2016 Q3	$36K	Hold	2,324	–	–	﹤0.01%	2614
2016 Q2	$38K	Hold	2,324	–	–	﹤0.01%	2327
2016 Q1	$35K	Buy	2,324 +2,312	+19,267%	+$34.4K	﹤0.01%	2343
2015 Q4	$0	Hold	12	–	–	﹤0.01%	4413
2015 Q3	$0	Buy	+12	New	+$165	﹤0.01%	4294
2015 Q2	–	Sell	-12	Closed	–	–	1362
2015 Q1	$0	Hold	12	–	–	﹤0.01%	4220
2014 Q4	$0	Hold	12	–	–	﹤0.01%	4159
2014 Q3	$0	Hold	12	–	–	﹤0.01%	3998
2014 Q2	$0	Hold	12	–	–	﹤0.01%	3783
2014 Q1	$0	Sell	12 -3,500	-100%	-$46.9K	﹤0.01%	3634
2013 Q4	$45K	Hold	3,512	–	–	﹤0.01%	1668
2013 Q3	$48K	Buy	3,512 +3,500	+29,167%	+$45.5K	﹤0.01%	1528
2013 Q2	$0	Buy	+12	New	+$183	﹤0.01%	3069

Other funds holding BYM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Creative Planning's BYM Position: Q3 2017 in Review

Creative Planning sold out of BlackRock Municipal Income Quality Trust (BYM) in Q3 2017, closing a stake of 2,324 shares — an estimated $34K sold.

Creative Planning first reported a position in BYM in Q2 2013 and held it in 16 quarters. The position peaked at $48K in Q3 2013. 49 funds tracked by Wall St. Rank hold BYM as of Q3 2017.

Creative Planning reported no remaining BlackRock Municipal Income Quality Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,324 BlackRock Municipal Income Quality Trust shares in Q3 2017, an estimated $34K.
Creative Planning first reported a position in BlackRock Municipal Income Quality Trust in Q2 2013 and held it in 16 quarters.
Creative Planning's BlackRock Municipal Income Quality Trust position peaked at $48K in Q3 2013.
49 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.