OIA
BYM

OneDigital Investment Advisors’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

OneDigital Investment Advisors’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,552
Closed -$20K – 1125
2018
Q3 		$20K Hold
1,552
– – ﹤0.01% 660
2018
Q2 		$20K Buy
1,552
+552
+55% +$7.22K ﹤0.01% 803
2018
Q1 		$13K Hold
1,000
– – ﹤0.01% 957
2017
Q4 		$14K Buy
+1,000
New +$14.4K ﹤0.01% 901

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's BYM Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2018, closing a stake of 1,552 shares — an estimated $20K sold.

OneDigital Investment Advisors first reported a position in BYM in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 65 funds tracked by Wall St. Rank hold BYM as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,552 BlackRock Municipal Income Quality Trust shares in Q4 2018, an estimated $20K.
  • OneDigital Investment Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q4 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's BlackRock Municipal Income Quality Trust position peaked at $20K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.