PWM
BYM

Perigon Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-700
Closed -$10K – 644
2017
Q4 		$10K Hold
700
– – ﹤0.01% 486
2017
Q3 		$10K Buy
+700
New +$10.3K ﹤0.01% 506

Other funds holding BYM

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Perigon Wealth Management's BYM Position: Q1 2018 in Review

Perigon Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2018, closing a stake of 700 shares — an estimated $10K sold.

Perigon Wealth Management first reported a position in BYM in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 57 funds tracked by Wall St. Rank hold BYM as of Q1 2018.

  • Perigon Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 700 BlackRock Municipal Income Quality Trust shares in Q1 2018, an estimated $10K.
  • Perigon Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $10K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.