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GC Wealth Management RIA’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

GC Wealth Management RIA’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
2024
Q3 		– Sell
-25,242
Closed -$282K – 303
2024
Q2 		$282K Sell
25,242
-11,556
-31% -$128K 0.06% 232
2024
Q1 		$422K Sell
36,798
-3,977
-10% -$45.2K 0.08% 186
2023
Q4 		$475K Buy
+40,775
New +$423K 0.21% 116

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

GC Wealth Management RIA's MYI Position: Q3 2024 in Review

GC Wealth Management RIA sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2024, closing a stake of 25,242 shares — an estimated $282K sold.

GC Wealth Management RIA first reported a position in MYI in Q4 2023 and held it in 3 quarters. The position peaked at $475K in Q4 2023. 100 funds tracked by Wall St. Rank hold MYI as of Q3 2024.

  • GC Wealth Management RIA reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2024 after selling out during the quarter.
  • GC Wealth Management RIA sold 25,242 BlackRock MuniYield Quality Fund III shares in Q3 2024, an estimated $282K.
  • GC Wealth Management RIA first reported a position in BlackRock MuniYield Quality Fund III in Q4 2023 and held it in 3 quarters.
  • GC Wealth Management RIA's BlackRock MuniYield Quality Fund III position peaked at $475K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2024.

Based on GC Wealth Management RIA's 13F filing for Q3 2024, filed 4 Nov 2024.