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Sound View Wealth Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Sound View Wealth 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
2019
Q1 		$291K Sell
22,476
-968
-4% -$12.1K 0.09% 189
2018
Q4 		$282K Buy
+23,444
New +$276K 0.1% 179

Other funds holding MYI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sound View Wealth Advisors's MYI Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its BlackRock MuniYield Quality Fund III (MYI) stake by 4.1% in Q1 2019, selling an estimated $12.1K and leaving 22,476 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #189.

Sound View Wealth Advisors first reported a position in MYI in Q4 2018 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold MYI as of Q1 2019.

  • Sound View Wealth Advisors held 22,476 shares of BlackRock MuniYield Quality Fund III worth $291K as of Q1 2019.
  • Sound View Wealth Advisors sold 968 BlackRock MuniYield Quality Fund III shares in Q1 2019, an estimated $12.1K.
  • BlackRock MuniYield Quality Fund III made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #189 holding.
  • Sound View Wealth Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q4 2018 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.