Gupta Wealth Management’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Gupta Wealth Management’s Portfolio MQY Stock Details MQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$81K	Hold	5,000	–	–	0.02%	358
2015 Q4	$79K	Hold	5,000	–	–	0.02%	362
2015 Q3	$77K	Hold	5,000	–	–	0.02%	377
2015 Q2	$75K	Hold	5,000	–	–	0.02%	390
2015 Q1	$77K	Buy	+5,000	New	+$78K	0.02%	337

Other funds holding MQY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gupta Wealth Management's MQY Position: Q1 2016 in Review

Gupta Wealth Management held its BlackRock MuniYield Quality Fund (MQY) position steady in Q1 2016 at 5,000 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #358.

Gupta Wealth Management first reported a position in MQY in Q1 2015 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MQY as of Q1 2016.

Gupta Wealth Management held 5,000 shares of BlackRock MuniYield Quality Fund worth $81K as of Q1 2016.
Gupta Wealth Management left its BlackRock MuniYield Quality Fund share count unchanged in Q1 2016.
BlackRock MuniYield Quality Fund made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #358 holding.
Gupta Wealth Management first reported a position in BlackRock MuniYield Quality Fund in Q1 2015 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.