LNWWM
MCA

Laird Norton Wetherby Wealth Management’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio MCA Stock Details MCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-13,055
Closed -$192K – 586
2017
Q1 		$192K Buy
+13,055
New +$191K 0.03% 531

Other funds holding MCA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MCA Position: Q2 2017 in Review

Laird Norton Wetherby Wealth Management sold out of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) in Q2 2017, closing a stake of 13,055 shares — an estimated $192K sold.

Laird Norton Wetherby Wealth Management first reported a position in MCA in Q1 2017 and held it in 1 quarter. The position peaked at $192K in Q1 2017. 38 funds tracked by Wall St. Rank hold MCA as of Q2 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position as of Q2 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,055 BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC shares in Q2 2017, an estimated $192K.
  • Laird Norton Wetherby Wealth Management first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q1 2017 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position peaked at $192K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q2 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2017, filed 2 Aug 2017.