Loring Wolcott & Coolidge Fiduciary Advisors’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MYN Stock Details MYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,311	Closed	-$52K	–	664
2022 Q1	$52K	Hold	4,311	–	–	﹤0.01%	436
2021 Q4	$61K	Hold	4,311	–	–	﹤0.01%	442
2021 Q3	$59K	Hold	4,311	–	–	﹤0.01%	444
2021 Q2	$61K	Buy	+4,311	New	+$59.7K	﹤0.01%	452
2021 Q1	–	Sell	-4,311	Closed	-$57K	–	555
2020 Q4	$57K	Hold	4,311	–	–	﹤0.01%	413
2020 Q3	$55K	Hold	4,311	–	–	﹤0.01%	389
2020 Q2	$54K	Hold	4,311	–	–	﹤0.01%	372
2020 Q1	$53K	Hold	4,311	–	–	﹤0.01%	369
2019 Q4	$56K	Buy	+4,311	New	+$56K	﹤0.01%	406
2017 Q1	–	Sell	-5,345	Closed	-$68K	–	623
2016 Q4	$68K	Hold	5,345	–	–	﹤0.01%	369
2016 Q3	$75K	Sell	5,345 -1,765	-25%	-$25.3K	﹤0.01%	359
2016 Q2	$102K	Hold	7,110	–	–	﹤0.01%	323
2016 Q1	$99K	Sell	7,110 -7,890	-53%	-$109K	﹤0.01%	316
2015 Q4	$203K	Buy	+15,000	New	+$198K	0.01%	265

Other funds holding MYN

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

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

HWAM

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MYN Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q2 2022, closing a stake of 4,311 shares — an estimated $52K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MYN in Q4 2015 and held it in 14 quarters. The position peaked at $203K in Q4 2015. 43 funds tracked by Wall St. Rank hold MYN as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BlackRock MuniYield New York Quality Fund position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,311 BlackRock MuniYield New York Quality Fund shares in Q2 2022, an estimated $52K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BlackRock MuniYield New York Quality Fund in Q4 2015 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's BlackRock MuniYield New York Quality Fund position peaked at $203K in Q4 2015.
43 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.