EWM
MFT

Evercore Wealth Management’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Evercore Wealth Management’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,000
Closed -$56K – 910
2017
Q4 		$56K Buy
+4,000
New +$56.5K ﹤0.01% 565

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Evercore Wealth Management's MFT Position: Q1 2018 in Review

Evercore Wealth Management sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2018, closing a stake of 4,000 shares — an estimated $56K sold.

Evercore Wealth Management first reported a position in MFT in Q4 2017 and held it in 1 quarter. The position peaked at $56K in Q4 2017. 25 funds tracked by Wall St. Rank hold MFT as of Q1 2018.

  • Evercore Wealth Management reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 4,000 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2018, an estimated $56K.
  • Evercore Wealth Management first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q4 2017 and held it in 1 quarter.
  • Evercore Wealth Management's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $56K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.