Lenox Wealth Advisors’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Lenox Wealth Advisors’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
2019 Q1	–	Sell	-793	Closed	-$10K	–	622
2018 Q4	$10K	Hold	793	–	–	﹤0.01%	257
2018 Q3	$11K	Hold	793	–	–	﹤0.01%	272
2018 Q2	$11K	Hold	793	–	–	﹤0.01%	342
2018 Q1	$11K	Buy	+793	New	+$11.4K	﹤0.01%	348

Other funds holding MQY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's MQY Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of BlackRock MuniYield Quality Fund (MQY) in Q1 2019, closing a stake of 793 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in MQY in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 72 funds tracked by Wall St. Rank hold MQY as of Q1 2019.

Lenox Wealth Advisors reported no remaining BlackRock MuniYield Quality Fund position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 793 BlackRock MuniYield Quality Fund shares in Q1 2019, an estimated $10K.
Lenox Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund in Q1 2018 and held it in 4 quarters.
Lenox Wealth Advisors's BlackRock MuniYield Quality Fund position peaked at $11K in Q3 2018.
72 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.