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NewEdge Wealth’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

NewEdge Wealth’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
2024
Q1 		– Sell
-16,637
Closed -$194K – 832
2023
Q4 		$194K Buy
16,637
+280
+2% +$2.9K ﹤0.01% 712
2023
Q3 		$156K Buy
+16,357
New +$173K ﹤0.01% 625

Other funds holding MYI

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Wealth's MYI Position: Q1 2024 in Review

NewEdge Wealth sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2024, closing a stake of 16,637 shares — an estimated $194K sold.

NewEdge Wealth first reported a position in MYI in Q3 2023 and held it in 2 quarters. The position peaked at $194K in Q4 2023. 106 funds tracked by Wall St. Rank hold MYI as of Q1 2024.

  • NewEdge Wealth reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2024 after selling out during the quarter.
  • NewEdge Wealth sold 16,637 BlackRock MuniYield Quality Fund III shares in Q1 2024, an estimated $194K.
  • NewEdge Wealth first reported a position in BlackRock MuniYield Quality Fund III in Q3 2023 and held it in 2 quarters.
  • NewEdge Wealth's BlackRock MuniYield Quality Fund III position peaked at $194K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.