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Merriman Wealth Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Merriman Wealth Management’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
2019
Q3 		– Sell
-16,889
Closed -$2.15K – 188
2019
Q2 		$2.15K Hold
16,889
– – 0.04% 173
2019
Q1 		$208K Buy
+16,889
New +$203K 0.04% 188

Other funds holding MYN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Merriman Wealth Management's MYN Position: Q3 2019 in Review

Merriman Wealth Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q3 2019, closing a stake of 16,889 shares — an estimated $2.15K sold.

Merriman Wealth Management first reported a position in MYN in Q1 2019 and held it in 2 quarters. The position peaked at $208K in Q1 2019. 50 funds tracked by Wall St. Rank hold MYN as of Q3 2019.

  • Merriman Wealth Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q3 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 16,889 BlackRock MuniYield New York Quality Fund shares in Q3 2019, an estimated $2.15K.
  • Merriman Wealth Management first reported a position in BlackRock MuniYield New York Quality Fund in Q1 2019 and held it in 2 quarters.
  • Merriman Wealth Management's BlackRock MuniYield New York Quality Fund position peaked at $208K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q3 2019.

Based on Merriman Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.