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Litman Gregory Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Litman Gregory 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
2021
Q2 		– Sell
-183
Closed -$3K – 145
2021
Q1 		$3K Hold
183
– – ﹤0.01% 177
2020
Q4 		$3K Hold
183
– – ﹤0.01% 178
2020
Q3 		$2K Buy
+183
New +$2.46K ﹤0.01% 196

Other funds holding MYI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Litman Gregory Wealth Management's MYI Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2021, closing a stake of 183 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in MYI in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 104 funds tracked by Wall St. Rank hold MYI as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 183 BlackRock MuniYield Quality Fund III shares in Q2 2021, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in BlackRock MuniYield Quality Fund III in Q3 2020 and held it in 3 quarters.
  • Litman Gregory Wealth Management's BlackRock MuniYield Quality Fund III position peaked at $3K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.