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Global Wealth Management Investment Advisory’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-563
Closed -$7K – 556
2020
Q2 		$7K Hold
563
– – ﹤0.01% 394
2020
Q1 		$7K Hold
563
– – ﹤0.01% 381
2019
Q4 		$8K Buy
+563
New +$7.58K ﹤0.01% 382

Other funds holding MYI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's MYI Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2020, closing a stake of 563 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in MYI in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 101 funds tracked by Wall St. Rank hold MYI as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 563 BlackRock MuniYield Quality Fund III shares in Q3 2020, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in BlackRock MuniYield Quality Fund III in Q4 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's BlackRock MuniYield Quality Fund III position peaked at $8K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.