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Sigma Planning Corp’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Sigma Planning Corp’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
2016
Q4 		– Sell
-15,714
Closed -$239K – 792
2016
Q3 		$239K Buy
15,714
+1,278
+9% +$19.8K 0.03% 591
2016
Q2 		$226K Buy
14,436
+3,590
+33% +$55.3K 0.03% 575
2016
Q1 		$164K Buy
+10,846
New +$161K 0.02% 628

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sigma Planning Corp's MYI Position: Q4 2016 in Review

Sigma Planning Corp sold out of BlackRock MuniYield Quality Fund III (MYI) in Q4 2016, closing a stake of 15,714 shares — an estimated $239K sold.

Sigma Planning Corp first reported a position in MYI in Q1 2016 and held it in 3 quarters. The position peaked at $239K in Q3 2016. 69 funds tracked by Wall St. Rank hold MYI as of Q4 2016.

  • Sigma Planning Corp reported no remaining BlackRock MuniYield Quality Fund III position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 15,714 BlackRock MuniYield Quality Fund III shares in Q4 2016, an estimated $239K.
  • Sigma Planning Corp first reported a position in BlackRock MuniYield Quality Fund III in Q1 2016 and held it in 3 quarters.
  • Sigma Planning Corp's BlackRock MuniYield Quality Fund III position peaked at $239K in Q3 2016.
  • 69 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.