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Orion Portfolio Solutions’s BlackRock MuniYield Quality Fund MQY Stock Holding History

Orion Portfolio Solutions’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,466
Closed -$82K – 1434
2020
Q2 		$82K Hold
5,466
– – ﹤0.01% 586
2020
Q1 		$80K Buy
+5,466
New +$81.4K 0.01% 491

Other funds holding MQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Orion Portfolio Solutions's MQY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BlackRock MuniYield Quality Fund (MQY) in Q3 2020, closing a stake of 5,466 shares — an estimated $82K sold.

Orion Portfolio Solutions first reported a position in MQY in Q1 2020 and held it in 2 quarters. The position peaked at $82K in Q2 2020. 65 funds tracked by Wall St. Rank hold MQY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BlackRock MuniYield Quality Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,466 BlackRock MuniYield Quality Fund shares in Q3 2020, an estimated $82K.
  • Orion Portfolio Solutions first reported a position in BlackRock MuniYield Quality Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's BlackRock MuniYield Quality Fund position peaked at $82K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.