Ranch Capital Advisors’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Ranch Capital Advisors’s Portfolio MFT Stock Details MFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20,200	Closed	-$289K	–	946
2020 Q4	$289K	Hold	20,200	–	–	0.21%	117
2020 Q3	$276K	Hold	20,200	–	–	0.22%	112
2020 Q2	$287K	Hold	20,200	–	–	0.23%	114
2020 Q1	$275K	Hold	20,200	–	–	0.27%	96
2019 Q4	$274K	Buy	20,200 +4,900	+32%	+$65.9K	0.22%	119
2019 Q3	$212K	Buy	+15,300	New	+$209K	0.23%	129

Other funds holding MFT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ranch Capital Advisors's MFT Position: Q1 2021 in Review

Ranch Capital Advisors sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2021, closing a stake of 20,200 shares — an estimated $289K sold.

Ranch Capital Advisors first reported a position in MFT in Q3 2019 and held it in 6 quarters. The position peaked at $289K in Q4 2020. 20 funds tracked by Wall St. Rank hold MFT as of Q1 2021.

Ranch Capital Advisors reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2021 after selling out during the quarter.
Ranch Capital Advisors sold 20,200 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2021, an estimated $289K.
Ranch Capital Advisors first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q3 2019 and held it in 6 quarters.
Ranch Capital Advisors's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $289K in Q4 2020.
20 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2021.

Based on Ranch Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.