GWS
MFT

Glassman Wealth Services’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Glassman Wealth Services’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-578
Closed -$8K – 762
2016
Q4 		$8K Buy
+578
New +$8.16K 0.01% 402

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glassman Wealth Services's MFT Position: Q1 2017 in Review

Glassman Wealth Services sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2017, closing a stake of 578 shares — an estimated $8K sold.

Glassman Wealth Services first reported a position in MFT in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 22 funds tracked by Wall St. Rank hold MFT as of Q1 2017.

  • Glassman Wealth Services reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 578 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2017, an estimated $8K.
  • Glassman Wealth Services first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $8K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.