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Rowland Carmichael Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Rowland Carmichael 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
2017
Q3 		– Sell
-15,357
Closed -$219K – 303
2017
Q2 		$219K Buy
15,357
+1,000
+7% +$14.2K 0.13% 203
2017
Q1 		$200K Buy
+14,357
New +$198K 0.12% 217

Other funds holding MYI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rowland Carmichael Advisors's MYI Position: Q3 2017 in Review

Rowland Carmichael Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q3 2017, closing a stake of 15,357 shares — an estimated $219K sold.

Rowland Carmichael Advisors first reported a position in MYI in Q1 2017 and held it in 2 quarters. The position peaked at $219K in Q2 2017. 64 funds tracked by Wall St. Rank hold MYI as of Q3 2017.

  • Rowland Carmichael Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q3 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 15,357 BlackRock MuniYield Quality Fund III shares in Q3 2017, an estimated $219K.
  • Rowland Carmichael Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q1 2017 and held it in 2 quarters.
  • Rowland Carmichael Advisors's BlackRock MuniYield Quality Fund III position peaked at $219K in Q2 2017.
  • 64 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2017, filed 10 Feb 2020.