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First Foundation Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

First Foundation Advisors’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
2014
Q1 		– Sell
-19,651
Closed -$249K – 208
2013
Q4 		$249K Buy
+19,651
New +$248K 0.03% 154

Other funds holding MYI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

First Foundation Advisors's MYI Position: Q1 2014 in Review

First Foundation Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2014, closing a stake of 19,651 shares — an estimated $249K sold.

First Foundation Advisors first reported a position in MYI in Q4 2013 and held it in 1 quarter. The position peaked at $249K in Q4 2013. 50 funds tracked by Wall St. Rank hold MYI as of Q1 2014.

  • First Foundation Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2014 after selling out during the quarter.
  • First Foundation Advisors sold 19,651 BlackRock MuniYield Quality Fund III shares in Q1 2014, an estimated $249K.
  • First Foundation Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q4 2013 and held it in 1 quarter.
  • First Foundation Advisors's BlackRock MuniYield Quality Fund III position peaked at $249K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2014.

Based on First Foundation Advisors's 13F filing for Q1 2014, filed 15 May 2014.