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Fernwood Investment Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Fernwood Investment Management’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,460
Closed -$17.9K – 505
2024
Q1 		$17.9K Buy
+1,460
New +$17.9K 0.01% 466

Other funds holding MQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fernwood Investment Management's MQY Position: Q2 2024 in Review

Fernwood Investment Management sold out of BlackRock MuniYield Quality Fund (MQY) in Q2 2024, closing a stake of 1,460 shares — an estimated $17.9K sold.

Fernwood Investment Management first reported a position in MQY in Q1 2024 and held it in 1 quarter. The position peaked at $17.9K in Q1 2024. 113 funds tracked by Wall St. Rank hold MQY as of Q2 2024.

  • Fernwood Investment Management reported no remaining BlackRock MuniYield Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,460 BlackRock MuniYield Quality Fund shares in Q2 2024, an estimated $17.9K.
  • Fernwood Investment Management first reported a position in BlackRock MuniYield Quality Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's BlackRock MuniYield Quality Fund position peaked at $17.9K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.