EW
MYI icon

Evoke Wealth’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Evoke Wealth’s Portfolio MYI Stock Details MYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-19,500
Closed -$289K – 1225
2021
Q4 		$289K Hold
19,500
– – 0.01% 307
2021
Q3 		$287K Hold
19,500
– – 0.01% 291
2021
Q2 		$291K Hold
19,500
– – 0.01% 298
2021
Q1 		$279K Hold
19,500
– – 0.01% 271
2020
Q4 		$282K Hold
19,500
– – 0.02% 208
2020
Q3 		$263K Hold
19,500
– – 0.02% 186
2020
Q2 		$255K Hold
19,500
– – 0.02% 173
2020
Q1 		$250K Hold
19,500
– – 0.04% 157
2019
Q4 		$263K Sell
19,500
-234
-1% -$3.15K 0.03% 191
2019
Q3 		$269K Buy
+19,734
New +$265K 0.03% 218

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RCM
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BI
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KIM
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UBS Group
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Morgan Stanley
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return