Daniel L. Goodwin’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Daniel L. Goodwin’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 Q3	$478K	Buy	48,527 +1,000	+2%	+$10.7K	0.23%	47
2023 Q2	$535K	Hold	47,527	–	–	0.26%	46
2023 Q1	$544K	Hold	47,527	–	–	0.27%	48
2022 Q4	$539K	Buy	47,527 +3,955	+9%	+$43.5K	0.27%	46
2022 Q3	$478K	Buy	43,572 +3,950	+10%	+$50K	0.28%	47
2022 Q2	$491K	Buy	39,622 +3,000	+8%	+$37K	0.27%	50
2022 Q1	$484K	Hold	36,622	–	–	0.21%	53
2021 Q4	$571K	Hold	36,622	–	–	0.25%	51
2021 Q3	$558K	Hold	36,622	–	–	0.26%	53
2021 Q2	$573K	Hold	36,622	–	–	0.27%	60
2021 Q1	$554K	Hold	36,622	–	–	0.29%	60
2020 Q4	$556K	Hold	36,622	–	–	0.33%	56
2020 Q3	$521K	Hold	36,622	–	–	0.37%	54
2020 Q2	$502K	Hold	36,622	–	–	0.32%	56
2020 Q1	$485K	Hold	36,622	–	–	0.39%	48
2019 Q4	$515K	Hold	36,622	–	–	0.22%	56
2019 Q3	$518K	Hold	36,622	–	–	0.23%	54
2019 Q2	$504K	Hold	36,622	–	–	0.23%	54
2019 Q1	$491K	Hold	36,622	–	–	0.23%	53
2018 Q4	$456K	Hold	36,622	–	–	0.24%	52
2018 Q3	$468K	Hold	36,622	–	–	0.22%	55
2018 Q2	$476K	Hold	36,622	–	–	0.22%	55
2018 Q1	$482K	Hold	36,622	–	–	0.24%	53
2017 Q4	$520K	Hold	36,622	–	–	0.23%	53
2017 Q3	$538K	Hold	36,622	–	–	0.24%	49
2017 Q2	$530K	Hold	36,622	–	–	0.24%	52
2017 Q1	$511K	Hold	36,622	–	–	0.21%	49
2016 Q4	$508K	Hold	36,622	–	–	0.2%	49
2016 Q3	$573K	Sell	36,622 -4,000	-10%	-$63K	0.2%	51
2016 Q2	$660K	Hold	40,622	–	–	0.21%	44
2016 Q1	$611K	Hold	40,622	–	–	0.15%	48
2015 Q4	$604K	Hold	40,622	–	–	0.14%	50
2015 Q3	$561K	Sell	40,622 -4,448	-10%	-$61K	0.15%	51
2015 Q2	$612K	Hold	45,070	–	–	0.16%	48
2015 Q1	$648K	Hold	45,070	–	–	0.14%	56
2014 Q4	$649K	Hold	45,070	–	–	0.12%	61
2014 Q3	$624K	Hold	45,070	–	–	0.14%	54
2014 Q2	$636K	Hold	45,070	–	–	0.12%	58
2014 Q1	$611K	Hold	45,070	–	–	0.11%	63
2013 Q4	$571K	Buy	45,070 +7,000	+18%	+$89.9K	0.11%	64
2013 Q3	$517K	Buy	38,070 +10,000	+36%	+$130K	0.1%	67
2013 Q2	$398K	Buy	+28,070	New	+$428K	0.08%	78

Other funds holding BYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Daniel L. Goodwin's BYM Position: Q3 2023 in Review

Daniel L. Goodwin increased its BlackRock Municipal Income Quality Trust (BYM) stake by 2.1% in Q3 2023, buying an estimated $10.7K and bringing the position to 48,527 shares worth $478K. The position accounts for 0.23% of the portfolio, ranked #47.

Daniel L. Goodwin first reported a position in BYM in Q2 2013 and has held it in 42 quarters since. The position peaked at $660K in Q2 2016. 65 funds tracked by Wall St. Rank hold BYM as of Q3 2023.

Daniel L. Goodwin held 48,527 shares of BlackRock Municipal Income Quality Trust worth $478K as of Q3 2023.
Daniel L. Goodwin bought 1,000 BlackRock Municipal Income Quality Trust shares in Q3 2023, an estimated $10.7K.
BlackRock Municipal Income Quality Trust made up 0.23% of Daniel L. Goodwin's portfolio in Q3 2023, its #47 holding.
Daniel L. Goodwin first reported a position in BlackRock Municipal Income Quality Trust in Q2 2013 and has held it in 42 quarters since.
Daniel L. Goodwin's BlackRock Municipal Income Quality Trust position peaked at $660K in Q2 2016.
65 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.