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Rockbridge Investment Management’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Rockbridge Investment Management’s Portfolio MYN Stock Details MYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$13K – 745
2020
Q4 		$13K Sell
1,000
-750
-43% -$9.72K ﹤0.01% 478
2020
Q3 		$22K Hold
1,750
– – 0.01% 369
2020
Q2 		$22K Buy
+1,750
New +$21.3K 0.01% 331

Other funds holding MYN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Rockbridge Investment Management's MYN Position: Q1 2021 in Review

Rockbridge Investment Management sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q1 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Rockbridge Investment Management first reported a position in MYN in Q2 2020 and held it in 3 quarters. The position peaked at $22K in Q3 2020. 43 funds tracked by Wall St. Rank hold MYN as of Q1 2021.

  • Rockbridge Investment Management reported no remaining BlackRock MuniYield New York Quality Fund position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,000 BlackRock MuniYield New York Quality Fund shares in Q1 2021, an estimated $13K.
  • Rockbridge Investment Management first reported a position in BlackRock MuniYield New York Quality Fund in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's BlackRock MuniYield New York Quality Fund position peaked at $22K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.