EWM
BYM

Endurance Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Endurance Wealth Management’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
Q1 		– Sell
-1,200
Closed -$17K – 516
2017
Q4 		$17K Hold
1,200
– – ﹤0.01% 360
2017
Q3 		$18K Hold
1,200
– – ﹤0.01% 352
2017
Q2 		$17K Hold
1,200
– – ﹤0.01% 367
2017
Q1 		$17K Hold
1,200
– – ﹤0.01% 366
2016
Q4 		$17K Hold
1,200
– – ﹤0.01% 350
2016
Q3 		$19K Buy
+1,200
New +$18.9K ﹤0.01% 344

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Endurance Wealth Management's BYM Position: Q1 2018 in Review

Endurance Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2018, closing a stake of 1,200 shares — an estimated $17K sold.

Endurance Wealth Management first reported a position in BYM in Q3 2016 and held it in 6 quarters. The position peaked at $19K in Q3 2016. 57 funds tracked by Wall St. Rank hold BYM as of Q1 2018.

  • Endurance Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 1,200 BlackRock Municipal Income Quality Trust shares in Q1 2018, an estimated $17K.
  • Endurance Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q3 2016 and held it in 6 quarters.
  • Endurance Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $19K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.