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Relyea Zuckerberg Hanson’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Relyea Zuckerberg Hanson’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
2024
Q2 		– Sell
-12,738
Closed -$146K – 245
2024
Q1 		$146K Hold
12,738
– – 0.03% 226
2023
Q4 		$148K Buy
+12,738
New +$132K 0.03% 218

Other funds holding MYI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Relyea Zuckerberg Hanson's MYI Position: Q2 2024 in Review

Relyea Zuckerberg Hanson sold out of BlackRock MuniYield Quality Fund III (MYI) in Q2 2024, closing a stake of 12,738 shares — an estimated $146K sold.

Relyea Zuckerberg Hanson first reported a position in MYI in Q4 2023 and held it in 2 quarters. The position peaked at $148K in Q4 2023. 108 funds tracked by Wall St. Rank hold MYI as of Q2 2024.

  • Relyea Zuckerberg Hanson reported no remaining BlackRock MuniYield Quality Fund III position as of Q2 2024 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 12,738 BlackRock MuniYield Quality Fund III shares in Q2 2024, an estimated $146K.
  • Relyea Zuckerberg Hanson first reported a position in BlackRock MuniYield Quality Fund III in Q4 2023 and held it in 2 quarters.
  • Relyea Zuckerberg Hanson's BlackRock MuniYield Quality Fund III position peaked at $148K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q2 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2024, filed 17 Jul 2024.