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Financial Advocates Investment Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Financial Advocates Investment Management’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
2023
Q2 		– Sell
-21,340
Closed -$242K – 750
2023
Q1 		$242K Buy
21,340
+1,479
+7% +$16.5K 0.02% 624
2022
Q4 		$223K Sell
19,861
-1,095
-5% -$11.6K 0.02% 650
2022
Q3 		$219K Buy
+20,956
New +$244K 0.02% 643

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's MYI Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2023, closing a stake of 21,340 shares — an estimated $242K sold.

Financial Advocates Investment Management first reported a position in MYI in Q3 2022 and held it in 3 quarters. The position peaked at $242K in Q1 2023. 97 funds tracked by Wall St. Rank hold MYI as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,340 BlackRock MuniYield Quality Fund III shares in Q2 2023, an estimated $242K.
  • Financial Advocates Investment Management first reported a position in BlackRock MuniYield Quality Fund III in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's BlackRock MuniYield Quality Fund III position peaked at $242K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.