EWM
MCA

Evercore Wealth Management’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Evercore Wealth Management’s Portfolio MCA Stock Details MCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$22K – 1054
2016
Q4 		$22K Buy
+1,500
New +$22.3K ﹤0.01% 743

Other funds holding MCA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Evercore Wealth Management's MCA Position: Q1 2017 in Review

Evercore Wealth Management sold out of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) in Q1 2017, closing a stake of 1,500 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in MCA in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 39 funds tracked by Wall St. Rank hold MCA as of Q1 2017.

  • Evercore Wealth Management reported no remaining BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,500 BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC shares in Q1 2017, an estimated $22K.
  • Evercore Wealth Management first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position peaked at $22K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.