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

Personal Wealth Partners’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
2021
Q3 		– Sell
-534
Closed -$8K – 279
2021
Q2 		$8K Buy
+534
New +$7.76K ﹤0.01% 291
2020
Q1 		– Sell
-534
Closed -$7K – 405
2019
Q4 		$7K Hold
534
– – ﹤0.01% 254
2019
Q3 		$7K Buy
+534
New +$7.17K ﹤0.01% 259

Other funds holding MYI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Personal Wealth Partners's MYI Position: Q3 2021 in Review

Personal Wealth Partners sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2021, closing a stake of 534 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in MYI in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 99 funds tracked by Wall St. Rank hold MYI as of Q3 2021.

  • Personal Wealth Partners reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 534 BlackRock MuniYield Quality Fund III shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in BlackRock MuniYield Quality Fund III in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's BlackRock MuniYield Quality Fund III position peaked at $8K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.