PWPS
BYM

Pinnacle Wealth Planning Services’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-149
Closed -$2K – 590
2020
Q4 		$2K Buy
+149
New +$2.16K ﹤0.01% 1910

Other funds holding BYM

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's BYM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2021, closing a stake of 149 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in BYM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 66 funds tracked by Wall St. Rank hold BYM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 149 BlackRock Municipal Income Quality Trust shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Municipal Income Quality Trust in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's BlackRock Municipal Income Quality Trust position peaked at $2K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.