FPCP
BYM

Fort Point Capital Partners’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Fort Point Capital Partners’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,848
Closed -$273K – 295
2024
Q2 		$273K Sell
23,848
-6,080
-20% -$68.2K 0.03% 270
2024
Q1 		$347K Buy
29,928
+13,257
+80% +$151K 0.05% 235
2023
Q4 		$187K Buy
+16,671
New +$173K 0.03% 287

Other funds holding BYM

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
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 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fort Point Capital Partners's BYM Position: Q3 2024 in Review

Fort Point Capital Partners sold out of BlackRock Municipal Income Quality Trust (BYM) in Q3 2024, closing a stake of 23,848 shares — an estimated $273K sold.

Fort Point Capital Partners first reported a position in BYM in Q4 2023 and held it in 3 quarters. The position peaked at $347K in Q1 2024. 58 funds tracked by Wall St. Rank hold BYM as of Q3 2024.

  • Fort Point Capital Partners reported no remaining BlackRock Municipal Income Quality Trust position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 23,848 BlackRock Municipal Income Quality Trust shares in Q3 2024, an estimated $273K.
  • Fort Point Capital Partners first reported a position in BlackRock Municipal Income Quality Trust in Q4 2023 and held it in 3 quarters.
  • Fort Point Capital Partners's BlackRock Municipal Income Quality Trust position peaked at $347K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.