Plante Moran Financial Advisors’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Plante Moran Financial Advisors’s Portfolio MIY Stock Details MIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,000	Closed	-$263K	–	1063
2021 Q3	$263K	Sell	17,000 -25,792	-60%	-$403K	0.06%	153
2021 Q2	$659K	Buy	42,792 +26,212	+158%	+$401K	0.16%	70
2021 Q1	$249K	Buy	16,580 +177	+1%	+$2.59K	0.07%	146
2020 Q4	$239K	Buy	16,403 +1,137	+7%	+$16.1K	0.07%	145
2020 Q3	$214K	Buy	15,266 +164	+1%	+$2.31K	0.08%	138
2020 Q2	$205K	Buy	+15,102	New	+$199K	0.08%	124
2020 Q1	–	Sell	-1,500	Closed	-$21.1K	–	799
2019 Q4	$21K	Hold	1,500	–	–	0.01%	456
2019 Q3	$21K	Sell	1,500 -1,273	-46%	-$18K	0.01%	483
2019 Q2	$38K	Buy	2,773 +1,273	+85%	+$17.3K	0.01%	384
2019 Q1	$20K	Buy	1,500 +774	+107%	+$10.1K	0.01%	474
2018 Q4	$9K	Hold	726	–	–	﹤0.01%	514
2018 Q3	$9K	Hold	726	–	–	﹤0.01%	509
2018 Q2	$10K	Hold	726	–	–	0.01%	545
2018 Q1	$10K	Hold	726	–	–	0.01%	606
2017 Q4	$10K	Buy	726 +426	+142%	+$5.97K	0.01%	596
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	679
2017 Q2	$4K	Hold	300	–	–	﹤0.01%	697
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	729
2016 Q4	$4K	Sell	300 -11,000	-97%	-$153K	﹤0.01%	758
2016 Q3	$171K	Hold	11,300	–	–	0.12%	131
2016 Q2	$175K	Hold	11,300	–	–	0.13%	127
2016 Q1	$165K	Hold	11,300	–	–	0.13%	126
2015 Q4	$158K	Hold	11,300	–	–	0.12%	132
2015 Q3	$149K	Hold	11,300	–	–	0.12%	139
2015 Q2	$150K	Buy	11,300 +11,000	+3,667%	+$152K	0.11%	146
2015 Q1	$4K	Hold	300	–	–	﹤0.01%	633
2014 Q4	$4K	Hold	300	–	–	﹤0.01%	689
2014 Q3	$4K	Hold	300	–	–	﹤0.01%	701
2014 Q2	$4K	Hold	300	–	–	﹤0.01%	698
2014 Q1	$4K	Hold	300	–	–	﹤0.01%	498
2013 Q4	$4K	Hold	300	–	–	﹤0.01%	561
2013 Q3	$4K	Hold	300	–	–	﹤0.01%	497
2013 Q2	$4K	Buy	+300	New	+$4.49K	﹤0.01%	472

Other funds holding MIY

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

RCA

Reitz Capital Advisors Freeland, Michigan $55.6M AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Plante Moran Financial Advisors's MIY Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of BlackRock MuniYield Michigan Quality Fund (MIY) in Q4 2021, closing a stake of 17,000 shares — an estimated $263K sold.

Plante Moran Financial Advisors first reported a position in MIY in Q2 2013 and held it in 33 quarters. The position peaked at $659K in Q2 2021. 47 funds tracked by Wall St. Rank hold MIY as of Q4 2021.

Plante Moran Financial Advisors reported no remaining BlackRock MuniYield Michigan Quality Fund position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 17,000 BlackRock MuniYield Michigan Quality Fund shares in Q4 2021, an estimated $263K.
Plante Moran Financial Advisors first reported a position in BlackRock MuniYield Michigan Quality Fund in Q2 2013 and held it in 33 quarters.
Plante Moran Financial Advisors's BlackRock MuniYield Michigan Quality Fund position peaked at $659K in Q2 2021.
47 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.