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	–	802
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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PPA

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

VCM

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plante Moran Financial Advisors's MYI Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2020, closing a stake of 1,510 shares — an estimated $20.4K sold.

Plante Moran Financial Advisors first reported a position in MYI in Q3 2014 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 109 funds tracked by Wall St. Rank hold MYI as of Q1 2020.

Plante Moran Financial Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,510 BlackRock MuniYield Quality Fund III shares in Q1 2020, an estimated $20.4K.
Plante Moran Financial Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q3 2014 and held it in 7 quarters.
Plante Moran Financial Advisors's BlackRock MuniYield Quality Fund III position peaked at $20K in Q4 2019.
109 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.