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Sonora Investment Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Sonora Investment Management’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
2021
Q3 		$147K Hold
10,000
– – 0.02% 244
2021
Q2 		$149K Buy
+10,000
New +$145K 0.02% 227

Other funds holding MYI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Sonora Investment Management's MYI Position: Q3 2021 in Review

Sonora Investment Management held its BlackRock MuniYield Quality Fund III (MYI) position steady in Q3 2021 at 10,000 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #244.

Sonora Investment Management first reported a position in MYI in Q2 2021 and has held it in 2 quarters since. The position peaked at $149K in Q2 2021. 99 funds tracked by Wall St. Rank hold MYI as of Q3 2021.

  • Sonora Investment Management held 10,000 shares of BlackRock MuniYield Quality Fund III worth $147K as of Q3 2021.
  • Sonora Investment Management left its BlackRock MuniYield Quality Fund III share count unchanged in Q3 2021.
  • BlackRock MuniYield Quality Fund III made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #244 holding.
  • Sonora Investment Management first reported a position in BlackRock MuniYield Quality Fund III in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's BlackRock MuniYield Quality Fund III position peaked at $149K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.