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JGIA
Jackson Grant Investment Advisers’s
BlackRock MuniYield Quality Fund III
MYI
Stock Holding History
Jackson Grant Investment Advisers’s Portfolio
MYI Stock Details
MYI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-2,220
Closed
-$31K
–
214
2017
Q4
$31K
Buy
2,220
+42
+2%
+$594
0.02%
168
2017
Q3
$31K
Buy
+2,178
New
+$31.6K
0.02%
169
2017
Q1
–
Sell
-2,096
Closed
-$29K
–
178
2016
Q4
$29K
Buy
2,096
+40
+2%
+$558
0.02%
145
2016
Q3
$31K
Buy
2,056
+27
+1%
+$419
0.03%
134
2016
Q2
$32K
Buy
2,029
+29
+1%
+$447
0.03%
130
2016
Q1
$30K
Hold
2,000
–
–
0.03%
124
2015
Q4
$29K
Buy
+2,000
New
+$28.6K
0.03%
128
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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