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Evercore Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Evercore Wealth Management’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-944
Closed -$14K – 1043
2016
Q2 		$14K Buy
+944
New +$13.5K ﹤0.01% 807

Other funds holding MYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evercore Wealth Management's MYN Position: Q3 2016 in Review

Evercore Wealth Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q3 2016, closing a stake of 944 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in MYN in Q2 2016 and held it in 1 quarter. The position peaked at $14K in Q2 2016. 35 funds tracked by Wall St. Rank hold MYN as of Q3 2016.

  • Evercore Wealth Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 944 BlackRock MuniYield New York Quality Fund shares in Q3 2016, an estimated $14K.
  • Evercore Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's BlackRock MuniYield New York Quality Fund position peaked at $14K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.