GI
BYM

Gradient Investments’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1,000
Closed -$11.2K – 1329
2023
Q4 		$11.2K Buy
+1,000
New +$10.3K ﹤0.01% 817
2020
Q3 		– Sell
-3,649
Closed -$50K – 1144
2020
Q2 		$50K Hold
3,649
– – ﹤0.01% 385
2020
Q1 		$48K Hold
3,649
– – ﹤0.01% 354
2019
Q4 		$51K Hold
3,649
– – ﹤0.01% 395
2019
Q3 		$52K Hold
3,649
– – ﹤0.01% 383
2019
Q2 		$50K Hold
3,649
– – ﹤0.01% 379
2019
Q1 		$49K Hold
3,649
– – ﹤0.01% 339
2018
Q4 		$46K Hold
3,649
– – ﹤0.01% 349
2018
Q3 		$47K Hold
3,649
– – ﹤0.01% 365
2018
Q2 		$47K Hold
3,649
– – ﹤0.01% 348
2018
Q1 		$48K Hold
3,649
– – ﹤0.01% 347
2017
Q4 		$52K Buy
+3,649
New +$52.5K ﹤0.01% 345
2017
Q3 		– Sell
-3,649
Closed -$53K – 287
2017
Q2 		$53K Hold
3,649
– – ﹤0.01% 306
2017
Q1 		$51K Hold
3,649
– – ﹤0.01% 308
2016
Q4 		$51K Hold
3,649
– – ﹤0.01% 263
2016
Q3 		$57K Hold
3,649
– – 0.01% 253
2016
Q2 		$59K Hold
3,649
– – 0.01% 247
2016
Q1 		$55K Hold
3,649
– – 0.01% 242
2015
Q4 		$54K Buy
+3,649
New +$51.2K 0.01% 244

Other funds holding BYM

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gradient Investments's BYM Position: Q1 2024 in Review

Gradient Investments sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2024, closing a stake of 1,000 shares — an estimated $11.2K sold.

Gradient Investments first reported a position in BYM in Q4 2015 and held it in 19 quarters. The position peaked at $59K in Q2 2016. 64 funds tracked by Wall St. Rank hold BYM as of Q1 2024.

  • Gradient Investments reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1,000 BlackRock Municipal Income Quality Trust shares in Q1 2024, an estimated $11.2K.
  • Gradient Investments first reported a position in BlackRock Municipal Income Quality Trust in Q4 2015 and held it in 19 quarters.
  • Gradient Investments's BlackRock Municipal Income Quality Trust position peaked at $59K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.