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Kore Private Wealth’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Kore Private Wealth’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
-5,107
Closed -$66K – 791
2020
Q2 		$66K Hold
5,107
– – 0.01% 406
2020
Q1 		$65K Hold
5,107
– – 0.02% 372
2019
Q4 		$69K Buy
+5,107
New +$68.8K 0.01% 439

Other funds holding MYI

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Kore Private Wealth's MYI Position: Q3 2020 in Review

Kore Private Wealth sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2020, closing a stake of 5,107 shares — an estimated $66K sold.

Kore Private Wealth first reported a position in MYI in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 101 funds tracked by Wall St. Rank hold MYI as of Q3 2020.

  • Kore Private Wealth reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 5,107 BlackRock MuniYield Quality Fund III shares in Q3 2020, an estimated $66K.
  • Kore Private Wealth first reported a position in BlackRock MuniYield Quality Fund III in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's BlackRock MuniYield Quality Fund III position peaked at $69K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.