Laird Norton Wetherby Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Laird Norton Wetherby Wealth Management’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
2022 Q4	–	Sell	-10,230	Closed	-$107K	–	939
2022 Q3	$107K	Hold	10,230	–	–	0.01%	848
2022 Q2	$119K	Hold	10,230	–	–	0.01%	865
2022 Q1	$128K	Buy	+10,230	New	+$136K	0.01%	890
2019 Q1	–	Sell	-13,008	Closed	-$157K	–	674
2018 Q4	$157K	Buy	13,008 +368	+3%	+$4.33K	0.02%	597
2018 Q3	$153K	Hold	12,640	–	–	0.02%	638
2018 Q2	$159K	Buy	12,640 +502	+4%	+$6.29K	0.02%	612
2018 Q1	$153K	Buy	+12,138	New	+$157K	0.02%	619

Other funds holding MYI

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's MYI Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2022, closing a stake of 10,230 shares — an estimated $107K sold.

Laird Norton Wetherby Wealth Management first reported a position in MYI in Q1 2018 and held it in 7 quarters. The position peaked at $159K in Q2 2018. 106 funds tracked by Wall St. Rank hold MYI as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,230 BlackRock MuniYield Quality Fund III shares in Q4 2022, an estimated $107K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock MuniYield Quality Fund III in Q1 2018 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's BlackRock MuniYield Quality Fund III position peaked at $159K in Q2 2018.
106 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.