Plante Moran Financial Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Plante Moran Financial Advisors’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
2020 Q1	–	Sell	-1,510	Closed	-$20.4K	–	811
2019 Q4	$20K	Hold	1,510	–	–	0.01%	466
2019 Q3	$20K	Hold	1,510	–	–	0.01%	499
2019 Q2	$20K	Hold	1,510	–	–	0.01%	477
2019 Q1	$20K	Buy	+1,510	New	+$18.9K	0.01%	475
2017 Q1	–	Sell	-1,423	Closed	-$19K	–	972
2016 Q4	$19K	Buy	+1,423	New	+$19.9K	0.01%	493
2015 Q1	–	Sell	-628	Closed	-$9K	–	771
2014 Q4	$9K	Hold	628	–	–	0.01%	562
2014 Q3	$9K	Buy	+628	New	+$8.59K	0.01%	560

Other funds holding MYI

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

Bank of America

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